News Archive
April 2013 Monthly Update
8.Apr.2013
A Bit of Family Business Overview: T&W portfolios had returns ranging from 1% in the Conservative portfolio to 2.2...
READ MORE >Rebalance, Sector Rotation & Confirms
11.Jan.2013
You have received a lot of communication from us over the last several months through monthly update emails and mid-mo...
READ MORE >Exchange Traded Funds Explanation
14.Sep.2012
There is a vast amount of information out there regarding investing. Some of it is helpful but a lot of it can be confu...
READ MORE >2012 Updates
15.Feb.2012
Updates from Taylor & Williams This month, we are covering a few different updates all in one shot: 1 - Good start ...
READ MORE >The Debt Ceiling and Deficits
9.Jul.2011
The US debt ceiling is all over the news right now and controlling the investment markets as well. Since it understanda...
READ MORE >Investing in Gold
9.Jun.2011
GOLD It seems that every time I turn on the TV or listen to the radio, someone is talking about gold. That is understan...
READ MORE >The Right Allocation Model
9.May.2011
APPROPRIATE ALLOCATION MODEL As April 2011 ended, the Dow Jones Industrial Average (DJIA) closed at 12,810. While not a...
READ MORE >April updates from Taylor & Williams
14.Apr.2011
We hope you are experiencing good days and enjoying some of this nice warm Florida weather. If you are not in Florida, ...
READ MORE >Tax Season is Here
15.Mar.2011
As you are gathering all of your W-2, 1099, 1098, contribution receipts, etc., be on the look out now for Schwab's 1099 forms...
READ MORE >Rebalancing
14.Dec.2010
It is hard to believe that we are in December already. A year can go by so fast! As each year ends and a new one ...
READ MORE >Estate Planning
20.Oct.2010
Andy and Krystal Whitten have first child: Pierce Andrew Whitten was born on September 19. Everyone is healthy and well...
READ MORE >Market Correction or Bear Market
27.May.2010
Market Correction or Bear Market For many of you, the market downturn in the last couple weeks has brought back some fearful ...
READ MORE >Roth Conversion
8.Dec.2009
What a great time of year December is. Not only do we get to celebrate Christmas and God's gift to us of himself, we ge...
READ MORE >Fund Selection Process
1.May.2009
May was a good month for investors and now has the stock market in positive territory for the year. The S&P 500 was...
READ MORE >Negative Information Overload
3.Mar.2009
As February 2009 ends, we finish another month of a falling stock market and falling account values. Yet, instead of re...
READ MORE >Market Downturn
19.Nov.2008
Dear Taylor & Williams client, We don't often try and mass communicate to all of our clients between our Quarterly Report...
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