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 – February 2021

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 Announces Name Change for Wealth Management Subsidiary

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

Disciplined Investments Market Commentary – Here’s the Prescription

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.