Insights

Check out the most recent updates from Taylor Financial Management.

My Top Budgeting Tip – Paying Yourself First

Have you ever set out on a monthly savings plan with the best of intentions, only to fall short of your goal by the end of the month? Or have you ever found yourself living paycheck to paycheck despite having a great job, and wonder where all of the money goes? I want...

Monthly Capital Market Update – October 2017

The S&P 500 continued its 2017 rally in October, gaining 2.33% with better earnings than expected. The yield curve continued to flatten, and the ECB extended its QE program until September 2018, but cut the monthly purchase amount in half. Click here to download...

Monthly Capital Market Update – September, 2017

Assets that had underperformed for much of 2017 rallied during September, as small caps and European equities outperformed the S&P 500, interest rates rose, and the dollar strengthened. The Fed plans to begin winding down their balance sheet in October. Click here...

Monthly Capital Market Update – August, 2017

Geopolitical fears returned to the foreground in capital markets, causing a flight to risk-off assets. However, emerging markets continued their recent rally and remain the best performing equity class in 2017. Click here to view the PDF.

Weekly Market Update, June 12-16

Week of June 12-16, 2017 Equities The S&P 500 was relatively flat last week, finishing with gains of 0.12%. The highlights of the week were the Fed meeting on Wednesday and a continued weakness in economic data. The sector breakdown was relatively interesting last...

Weekly Market Update, June 5-9

Week of June 5 - 9, 2017 Equities The S&P 500 decreased by 0.27% last week after a myriad of geopolitical headlines. Qatar is now being sanctioned by all of its bordering neighbors except Iran, former FBI director James Comey testified regarding his interactions...

Weekly Market Update, May 29-June 2

Week of May 29 - June 2, 2017 Equities In a quiet, short week for markets the S&P 500 hit new all-time highs and ended the week with gains of 1.01%. There were no clear drivers in equity markets last week, as every sector except energy and financials outperformed...

Weekly Market Update, May 22-26

Week of My 22-26, 2017 Equities The S&P 500 hit new all-time highs last week and finished the week 1.47% higher. Earnings season has finished and the results were much better than expected. The stronger earnings have helped keep equities elevated despite the...

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