HoganTaylor Wealth publications include Quarterly Market Reviews and Market Commentary
The Quarterly Market Reviews include world capital market performance indexes and a timeline of events for the last quarter. They begin with a global overview, before featuring the returns of stock and bond asset classes in the US and international markets. In addition, each report includes information illustrating the performance of globally diversified portfolios and a topic of the quarter.
The Market Commentary publications are timely examinations of trending investment topics.
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UPDATES&INSIGHTS: WEALTH is a HoganTaylor Wealth practice publication designed to help you keep up with the latest wealth issues impacting individuals or institutions. In This Issue: Investing Lessons from 2020 A massive shock to the markets in early March left many … Continued
HoganTaylor LLP, one of the largest business advisory and public accounting firms in Oklahoma and Arkansas, is pleased to announce that the wealth management subsidiary of the Firm will begin doing business as HoganTaylor Wealth. HoganTaylor Wealth, formerly known as … Continued
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report … Continued
The COVID-19 pandemic and the government’s response to it has had a big impact on the economy and many Americans’ wealth management plans. Join Disciplined Investments Wealth Managers, Austin Bryan and Matt Bacon, and HoganTaylor Tax Partner, Melania Powell, for … Continued
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report … Continued
In this episode of “Accounting for COVID-19,” we sit down with Matt Bacon, Principal at Disciplined Investments, the wealth management arm of HoganTaylor, to discuss how to approach your investment decisions in an uncertain market. Matt walks through how to … Continued
By Matt Bacon, Wealth Manager, Disciplined Investments LLC I know the last couple of weeks have been extremely tough on everyone. These can be scary times, a fact I am keenly aware of because my 13-year-old daughter, who is constantly … Continued
Improving someone’s financial health is a lot like improving their physical health. The challenges associated with pursuing a better financial outcome include diagnosis of the current situation, development of the appropriate course of action, and sticking with the treatment plan.
This report features world capital market performance and a timeline of events for the last quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report … Continued
