JULY 2020 The Client Connection

Dr. Anthony Fauci: America Faces a 'Serious Situation' Dr. Anthony Fauci, a member of the White House's coronavirus task force, speaks with The Journal about the U.S.'s surge in coronavirus cases and what could be done to get the spread of the virus under control.  Listen To His Podcast Here

EXCLUSIVE CLIENT ONLY WEBINAR: THURSDAY, SEPTEMBER 10, 2020 AT 4:15PM! Moving Beyond Market Volatility: Your Guide to the Markets with J.P. Morgan

Thomas Toomey , Vice President of J.P. Morgan, will be our special guest speaker at our Thursday, September 10 at 4:15pm Webinar!  He will be sharing thoughts on the current economic landscape and outlook for 2020. Please join us on this exclusive client only webinar to hear insights on today’s most critical economic and investment topics from Thomas Toomey, Vice President of J.P. Morgan. We hope you can attend and look forward to your participation!

Reasons To Attend Our Webinar: Find out key drivers and trends taking place in the markets for 2020. Ask Thomas Toomey, Vice President, Client Advisor of J.P. Morgan Asset Management your most pressing questions. Find out where the specific investment opportunities are now. Learn more about the current state of the markets and how to prosper through this recession. Gain exclusive insights from J.P. Morgan into the market recovery and what can happen next.

REGISTER HERE!

MARKET UPDATES

The Tough Get Strategic – Financial Strategies for a Market Downturn Article provided by Carson Gr oup When the going gets tough, the tough get strategic. Headlines you read at breakfast might be contradicted by lunch, and the ups and downs of the market could give anyone vertigo. But now is not the time to panic – now is the time to take a deep breath and strategize... Read More Covid-19: Why Travel Will Never Be The Same The Economist Video Provided by Taylor Financial Group, LLC Covid-19 has devastated global travel and—as the industry recovers from the effects of the pandemic—tourism will be increasingly localised and complicated. This won’t just affect foreign holidays; it could disrupt the workings of the globalised world.... Click Here To View Video

CARSON GROUP WEBINAR TOMORROW , THURSDAY, JULY 16, 2020 AT 3PM EST

How do health care and medical expenses fit into your retirement plan?

Our Partners at Carson will cover: – The most common expenses as you approach retirement – When and how to file for Medicare and Medicaid – The importance of long-term care planning – Funding and utilizing HSAs in retirement – And more! Register here: https://attendee.gotowebinar.com/register/9181932951259380752?source=Taylor+Financial+Group

Join our Partners at Carson Group Tomorrow, Thursday, July 16, at 3 p.m. EST for their webinar,  “Planning for Retirement: Medicare, Medicaid and Long-Term Care.”

HEALTH AND WELLNESS

What's Ahead on COVID-19? Experts Offer Forecast for Summer and Fall 2020 American Medical Association Article provided by Taylor Financial Group, LLC Summer weather may bring some slight relief from the COVID-19 pandemic, predicts a prominent Yale physician researcher famed for his use of quantitative methods. But unlike earlier pandemics, sunshine will not bake away the disease. And look out for a powerful second wave by fall . ... Read More

TAX SEASON HAS OFFICIALLY ENDED! PLEASE SEND US YOUR RETURNS!

The filing and tax payment deadlines have officially ended! Please click here for information on how to send tax returns to us . Click Here for our 12-Point Tax Return Review Checklist that allows you to review specific details from your tax return for tax planning purposes.

QUARTERLY MARKET OUTLOOK

MIDYEAR OUTLOOK The longest expansion, followed by the shortest recession? We are now halfway through 2020, which is shaping up to be a very unpredictable and challenging year. The U.S. has entered a recession as economic activity has severely contracted. Unemployment rose from almost full employment to nearly 15%, which is high but much better than many were predicting. Gross domestic product (GDP) growth could contract by over 30% in the second quarter... Read More

JULY CLIENT LETTER: A Bounce in Economic Activity and COVID-19 Cases

Last month, I entitled June’s letter to you “The Approaching Light Before the Dawn.” Much of the economic data at that time was extremely negative, with record declines in employment (U.S. BLS employment data) and consumer spending (U.S. BEA). The speed of the decline had no modern precedent. With government-imposed lockdowns and business closures, companies furloughed employees at a furious and painful pace. It is difficult to express in words, but it has been disheartening to see friends and family members sidelined from the workforce.... Read More

WEBINAR NEWS

We hope you joined us for our Exclusive Client Webinar with guest speaker from Goldman Sachs, Candice Tse on July 2nd! After the Run Up: Goldman Sachs on Their Outlook and The Investment Themes That Matter. This exclusive client-only webinar was co-hosted by Candice Tse, Managing Director, U.S. Head of Market Strategy, Goldman Sachs and Debbie Taylor. Candice shared Goldman’s forecast for the rest of 2020. Candice was able to answer some of the most pressing questions our clients had for moving through 2020, elaborate on specific investment opportunities, and help our clients gain exclusive insights from Goldman Sachs into the market recovery. Click here for the full Deck Presentation

INVESTMENT AND PLANNING DEADLINES ARE APPROACHING!

Get ahead of the deadlines! Click on the photo to the left to check out your Financial Planning and Investment deadlines for Summer 2020!

Every week, we update this Index! You can find a weekly update in our "The Week Ahead" Newsletter! This is our COVID-19 Index that uses stoplights to indicate the financial stress on our health, economy and markets. It reviews the most recent data points and addresses where we are and then provides an overall assessment.

Click on the photo above to download your own copy!

Is Maxabillion working hard or hardly working?

CONTACT US! Debra Taylor, Wealth Advisor -  201-891-1979 Rob Taylor, Chief Operating Officer -  201-485-8464 Rob Papa, Operations Associate -  201-485-8493 Jennifer Mlynar, Financial Planning Administrator -  201-485-8098 Jared Marzocco, Operations Associate -  201-485-8494 Alexis Cedeno, Client Service Coordinator -  201- 891-1130  If you have any questions please feel free to e-mail Alexis at acedeno@taylorfinancialgroup.com

Taylor Financial Group , LLC 795 Franklin Ave Bldg C, Suite 202 Franklin Lakes, NJ 07417 T. 201-891-1130 F. 201-891-1136 office@taylorfinancialgroup.com www.taylorfinancialgroup.com STAY CONNECTED ‌ ‌ ‌ ‌ The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.  Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. Crain's New York Business and Ramsey Public Education Foundation are separate, unifiliated companies not affiliated with Cetera Advisor Networks LLC, CWM , LLC.