Author: Montgomery Taylor

Risk Tolerance Vs. Risk Capacity – And What it Means for Your Investments

Oct 13, 2020
All investors should understand the concepts of risk tolerance and risk capacity in order to develop a comfortable financial plan with their […]

Am I Saving Enough for Retirement? 6 Ways to Make Sure

Sep 15, 2020
Back in the good ol’ days, you didn’t have to worry much about saving for retirement. Your employer set you […]

5 Things Your Tax Return Can Tell You About Your Retirement

Aug 17, 2020
The 2020 tax-filing deadline has come and gone, but that doesn’t mean we should forget about our taxes until next […]

Death and Taxes: Why They’re Important in Financial Planning

Jun 22, 2020
Although Tax Day 2020 has been extended from April 15 to July 15 because of the Coronavirus pandemic, taxes will […]

Financial Advisors in Sonoma County Warn: 3 Scams to Avoid in Today’s Climate

May 11, 2020
As if there isn’t enough to worry about right now, financial advisors in Sonoma County are warning their clients about […]

Why It’s Important to Stay Informed During the Coronavirus Pandemic

Apr 20, 2020
The world is experiencing extraordinarily bizarre times. COVID-19 looms like a dark cloud over the workforce, the stock market and […]

Common Investor Questions During the Coronavirus Pandemic

Apr 6, 2020
How will the Coronavirus pandemic affect my wealth portfolio?  The North Bay Business Journal recently included Montgomery Taylor Wealth Management […]

New Information Regarding the Tax Extension Relief

Mar 30, 2020
We have new information regarding the tax extension relief that we wanted to share with you: Second-quarter Federal estimated income […]

New Tax Filing Deadline

Mar 23, 2020
The Federal and California governments announced today that the 2019 tax filing deadline has moved from April 15 to July […]