Taylor West

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Family Succession Planning for loved ones.
03/02/2022

Family Succession Planning for loved ones.

Succession Planning With Your Family (Not Just Your Assets)...

11/02/2021

Retirement spending and options to consider

Working from home with my boss. Watching all of the plotting and operations taking place.
08/03/2021

Working from home with my boss. Watching all of the plotting and operations taking place.

If you're thinking about buying a   but unsure whether you'll qualify based on your  , you're in luck. It is possible to...
06/16/2021

If you're thinking about buying a but unsure whether you'll qualify based on your , you're in luck. It is possible to buy a home with less than stellar . Here's how.

From getting your finances in order to getting pre-approved, here are some tips to help you act fast when buying a...

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Ind...
06/15/2021

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite...

Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second ver...
06/14/2021

Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0.As the bill moves from the House of Representatives to the Senate, many...

These   will help lower   and prevent   mishaps.
06/09/2021

These will help lower and prevent mishaps.

These pro tips will help lower cooling costs and prevent hot-weather mishaps.

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a mode...
06/08/2021

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week.The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500...

The   is in the early stages of a campaign to ready markets for reducing its $120 billion in monthly asset purchases to ...
06/07/2021

The is in the early stages of a campaign to ready markets for reducing its $120 billion in monthly asset purchases to stimulate the .

Comments by Fed officials in the past several weeks suggest the issue of tapering looks likely to be discussed as soon as next week's FOMC meeting.

Great article looking at a 94 year history between (the S&P 500 and the CPI) Inflation +/- 3%, Annualized Returns, with ...
06/04/2021

Great article looking at a 94 year history between (the S&P 500 and the CPI) Inflation +/- 3%, Annualized Returns, with Volatility. Panic doesn't help anyone. Long Term Investing is just that. Not trading or reacting to the 'current excitement' in the world.

Some Random Thoughts About Inflation, AMC & Small Caps Posted June 3, 2021 by Ben Carlson Some stuff I’m thinking about with the markets this week: Will higher inflation lead to higher volatility? The Wall Street Journal had a piece this week discussing the possibility of an uptick in market volat...

In May, stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure.
06/04/2021

In May, stocks traded in a narrow range as technology and other high-valuation companies were under selling pressure.

The Dow Jones Industrial Average gained 1.93 percent while the Standard & Poor’s 500 Index rose 0.55% percent. The Nasdaq Composite, home for many technology and high-growth companies, dropped 1.53 percent.1

Estate Planning for Newlyweds: Community Property, Prenuptial Agreements, Intestate Order of Succession, and Beneficiari...
06/04/2021

Estate Planning for Newlyweds: Community Property, Prenuptial Agreements, Intestate Order of Succession, and Beneficiaries.

These points are part of the financial planning and conversations with clients.

June carries us into the height of wedding season and what a treat it is to attend weddings in person again – to laugh, dance, and hug with friends and family! Marriages are a wonderful union between two people who want to share their lives with one another. Sharing lives also means sharing financ...

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6700 Jefferson Highway
Baton Rouge, LA

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