by Taylor | Mar 28, 2025 | Personal Finance, Strategic Financial Planning
Markets don’t vote. But they do react…to headlines, to uncertainty, and to emotion. And in a heated political climate, that reaction can spook even the savviest investors. So what should you actually do to protect your portfolio? In today’s politically charged... 
by Taylor | Mar 27, 2025 | Personal Finance, Strategic Financial Planning
Maybe you’ve heard the buzzwords: ESG, socially responsible investing, or values-based investment portfolios. And maybe you’re wondering, “what do they actually mean?” Or, more importantly, “how do they actually perform?” As someone who gets a lot of questions from... 
by Taylor | Feb 21, 2025 | Personal Finance, Strategic Financial Planning
I’m excited—and honestly, a little nervous—to share this. This is a topic I’ve been thinking about for years and now feels like the right time to put it out there. I’ve been in the financial industry for nearly 16 years. Straight out of college, I became a... 
by Taylor | Feb 14, 2025 | Personal Finance, Strategic Financial Planning
Buying a car is exciting—who doesn’t love that new car smell? But let’s be real, the process itself can be painful. Between pushy salespeople, confusing financing options, and sneaky add-ons, it’s easy to walk away feeling like you didn’t get the best deal. This topic... 
by Taylor | Feb 4, 2025 | Personal Finance, Strategic Financial Planning
Over the past few years, I’ve noticed a fascinating trend that’s hitting close to home for many of my clients and colleagues: women are leaving corporate America to chart their own paths as entrepreneurs. This isn’t just a fleeting phenomenon; it’s a movement that...