Learning Center

As a dedicated financial manager, I’m always looking for ways to better serve my clients, which is why I’m writing to you today. I’ll be providing you with regular communications, from emails to blog posts to podcasts, informing you of hot topics in the industry, and helpful tips and tricks to help you effectively manage your finances. ...
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J. Taylor Private Wealth is truly a family affair. Dad and I started J. Taylor Wealth work side by side. Then, my sister Hannah joined us....
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While Kellie is the only one at J.Taylor Private Wealth not blood related to me, she is part of the family. As she is an integral part of the team, let’s dive into what makes her tick....
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Just sit down and think about it. If I were to go today, what would people think about me? If I were to go today and I was able to provide a gift or provide some sort of support to some organization, how would that make me feel? And I think that, it's an open-ended question. It's different for everyone....
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Today, we're going to talk about goals. What they are and why they're important for your financial plan....
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At J Taylor, we're not just all about the individual investments. We look at three different buckets. We're looking at cash on hand goals and your legacy. This is what we're going to dive into today....
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Everyone wants to know how much something is going to cost them. Once you’ve talked to a financial advisor or financial professional, you want to know how much it will cost to retain their services. There are a few different ways things can be broken down. Here’s a more in-depth look at the different ways to do it....
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One of the most popular things that people ask when dipping their toe into wealth management is, “What exactly can a financial advisor do for me?” The first thing that comes to mind is someone who’s good with numbers, someone who has their finger on the market’s pulse, and who can help you do something like buying a house or car. In reality, it is so much more....
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Because we are part of a team, I (Jordan) wanted to give some insight into what makes Dad tick -- his background in the industry, and the experience he brings to our team....
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