eBook: How Much Income Do You Need In Retirement?

Published by: Chad Taylor, Managing Partner

How much money do you need on a monthly basis for your ideal lifestyle? If you're unsure, or even overwhelmed by the question, you're not alone.....Read eBook

Summer Market Update

Published by: Chad Taylor, Managing Partner

Every year around this time, parents, grandparents, and guardians prepare for Back to School season. This year is no different – except how they prepare may be very different indeed. Due to the pandemic, parents now have some difficult choices to make. Do they send their children back to school? Do they choose online learning? Should they homeschool for a year? It’s a difficult question with no easy answer because there are so many factors to consider. How many cases are in the area... READ MORE

Coronavirus Market Update

Published by: Chad Taylor, Managing Partner

Imagine this:

You’re on the highway, drumming your fingers along the steering wheel and humming to the music on your radio when suddenly you look at the speedometer. Woah! You’re driving 83 miles per hour – and the speed limit is 65. Hoping the highway patrol isn’t around to see, you immediately press the brakes. Has that ever happened to you? (Yeah, me neither. Wink-wink.)

Well, on Thursday, June 11, that’s exactly what happened to the markets.... READ MORE

Look For The Helpers

Published by: Chad E Taylor, Managing Partner

“When I was a boy and I would see scary things in the news, my mother would say to me, ‘Look for the helpers. You will always find people who are helping.’” – Fred Rogers

How are you? I hope this letter finds you safe and well. This is a scary and uncertain time for many people, a time unlike any most of us have ever experienced. Every day, we’re beset with new headlines and social media posts about the pandemic. While we know this will all end eventually, sometimes eventually can feel very far away.... READ MORE

An Update on the Coronavirus Situation

Published by: Chad E Taylor, Managing Partner

On Thursday, March 5, 2020, the Dow fell 969 points – just the latest in a week of wild swings. While monitoring the situation, a headline caught my eye...Read More

Coronavirus Market Drop

Published by: Chad E Taylor, Managing Partner

It started in China, then spread to South Korea and Japan. Cruise ships have carried it; tourists have transported it. Now it’s in Italy and Iran, Thailand and Taiwan, and more countries besides. It has infected almost 80,000 people and been fatal to over 2,600.

I’m referring, of course, to the coronavirus. Read More

Tax Related Updates for 2020

Published by: Chad Taylor, Managing Partner

A new year means new tax changes. While Congress didn’t pass any major tax reform last year, like they did with the Tax Cuts and Jobs Act back in 2017, there are still updates to the tax code that could affect how much money you keep and how much goes to Uncle Sam....Read More

2010-2019: The Decade in Review

By: Chad Taylor, Managing Partner

Every January, I send my clients a letter titled The Year in Review, where together we look back at the year that was. What were the highlights? What were the “lowlights”? What did we learn?

But this January doesn’t just mark a new year. It marks the beginning of a new decade. (Unless you are a strict observer of the Gregorian calendar system, in which case the next decade begins in 2021. But I digress.) So, for this letter, we’re going to look back at what shaped the markets in the 2010s – and what lessons we should take with us into the ‘20s. Read More