by Taylor | May 22, 2025 | Bear Market Strategy, Innovative Investments, Recession and Economics, Strategic Financial Planning
Over the last eight weeks, we’ve all felt the ripple effects of what some are calling the tariff tantrums—or tariff turmoil, depending on who you ask. Either way, it’s been a volatile stretch. And a lot of portfolios have taken a punch, which provides a... 
by Taylor | Jul 19, 2024 | Innovative Investments, Mindful Wealth, Personal Finance, Strategic Financial Planning
When you start taking your investment strategies to the next level, it’s reasonable to want to do your own research. There are hundreds of thousands of books on financial literacy and investing, though. It can be tough to nail down which have actual value. The... 
by Taylor | Oct 18, 2023 | Bear Market Strategy, Family Financial Advice, Innovative Investments, Mindful Wealth, Personal Finance, Recession and Economics
Today’s fast-paced world is driven by financial uncertainties and ever-changing economic landscapes, making it more important than ever to get your finances on track. Whether you’re a seasoned investor or just starting your financial journey, understanding how... 
by Taylor | Jul 19, 2023 | Business Financial Solutions, Family Financial Advice, Innovative Investments
Funny story: I was recently trying to create an AI created image for a marketing campaign. This was my prompt: “Create a photo of a family of four enjoying a hike in the mountains with a tent and small smoldering campfire in the background.” This was the result…... 
by Taylor | May 8, 2023 | Business Financial Solutions, Family Financial Advice, Innovative Investments, Mindful Wealth
One of the most overlooked opportunities for advisors today isn’t just helping clients manage their wealth — it’s helping the next generation understand it. When clients’ adult children learn how taxes affect their long-term financial outcomes, two important things... 
by Taylor | Apr 14, 2023 | Family Financial Advice, Innovative Investments, Mindful Wealth
One of the greatest wealth creators is concentrated exposure and ownership in the success of a single company. This flies in the face of traditional notions of diversification. If you are a business owner or receive stock options as compensation, this is a must-read....