J Taylor Private Wealth

10/21/2025

Just because a stock is higher than before doesn't mean it's overpriced.

10/14/2025

Even when the data looks great, our brains still flash warning signals. This is why.

10/09/2025

The mechanics of tariffs & how your $ comes into play.

10/02/2025

Here's how tariffs function.

09/25/2025

Unpack trade policy shifts & how they reach portfolios.

09/18/2025

A look at how tariffs may affect everyday costs.

09/04/2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

What do you do when faced with a complex financial challenge?Do you seek an immediate solution, or do you take the time to fully understand the issue before acting?The way you approach financial decisions often depends on your perception of time - specifically, how much time you believe you have to....

09/02/2025

Why long(er)-term planning could save your finances.

08/28/2025

5 Smart Ways to Use Your Tax Refund in 2025

Tax season might not spark joy, but a refund sure can.In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of folks are suddenly asking the same question: What should I do with it?Splurge? Save? Invest?The good news: there’s no one-size-fits-all answe...

08/26/2025

Here are 6 big things to consider.

08/21/2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

What makes one investor stick with their strategy through market swings while another panics and pulls out?Often, it comes down to mindset.Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it...

08/19/2025

What could go wrong––and how to get it right.