Taylor Wealth Management

Sweet New Year wishes to you and your loved ones this Rosh Hashanah.

August 15th is . What’s your favorite way to relax?

“In our view, investors should rationally consider the current landscape. Are markets correcting because they may have seen equity market gains come too far too fast? Or are markets falling because of true threats over economic conditions and the possibility of a global recession? We believe, the preponderance of evidence supports the former. The U.S. economy is currently moderating to more sustainable rates, but a near-term recession is not the most likely path ahead, in our view.” – Russell Price, Ameriprise Chief Economist

Is the Fed behind the curve? Get more expert insights by reading the latest Weekly Market Perspectives.

“The economy is growing, which is a positive for corporate profits, which should be a positive for stock prices outside of some near-term volatility.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Market rotation continues as investors eye big tech earnings, fed decision Get more expert insights by reading the latest Weekly Market Perspectives.

Whether you’re celebrating with your parents, honoring their memory or are a parent yourself, we wish you a Happy Parents’ Day!

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections. If you have any concerns about the potential market impact, let’s connect.

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

Need help deciding when the best time is to take your Social Security? When it comes to retirement income, there is a lot to consider. Get in touch to discuss your options.

Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity.

How new 529 rules can help with retirement planning How SECURE Act 2.0 has impacted 529 plans.

National Small Business Week recognizes the significant contributions of America’s entrepreneurs and small business owners. How will you support local businesses this week?

Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on the right financial path.

Have these financial discussions before you get married Before you get married, discuss these important financial topics with your partner. Contact an Ameriprise financial advisor today to learn more.

At the March meeting, the Federal Reserve left its fed funds rate unchanged for the fifth consecutive meeting. With three rate cuts still penciled in for 2024, policymakers are now less likely to surprise the market this year. From the Fed’s vantage point, growth is holding strong in the U.S., inflation is slowly moving back to target and the committee remains confident in its policy approach and economic forecasts.

“With prospects for interest rate cuts later this year, stable economic trends, and expectations for improving profits across a broader set of industries in 2024, the long-awaited broadening of the market rally may be in its early innings.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Long-awaited broadening of the market rally may have finally arrived Get more expert insights by reading the latest Weekly Market Perspectives.