Overview TWM Wealth Management, Corp offers an initial introductory appointment at no charge. This provides an opportunity for you to present an overview of your financial situation, concerns and expectations to us. Mutually we determine if we can meet those expectations and if you will be a positive addition to our clientele. For Business ✔ Fixed Income & Derivatives ✔ Cash Management ✔ Life Insurance and Annuities ✔ Retirement Planning For Individuals ✔ Financial Planning ✔ Risk Management ✔ Estate Planning ✔ Owners and Executives ✔ Business Retirement Plans ✔ Charitable Giving Oregon PERS Planning ✔ Navigate Oregon PERS system ✔ Retirement investments ✔ Provide paperwork filing process Financial Planning ✔ Wealth management planning ✔ State of the art system ✔ Personalized financial blueprint Business Retirement Plans ✔ Plan & provider selection ✔ Plan set up & enrollment ✔ Employee education & strategies Owners and Executives ✔ Navigate business challenges ✔ Provide long range goal planning ✔ Define benefits & succession plans Estate Planning ✔ Provide a proper transfer strategy ✔ Smooth transition to beneficiaries ✔ Protect against excessive taxation Risk Management ✔ Having the right types of insurance ✔ Regular reviews to align goals ✔ Recognizing events & "red flags" Charitable Giving ✔ Develop charitable giving strategy ✔ Provide tools to channel funds ✔ Mitigate estate taxes Downloadable Forms and Checklists New Client Data Package - For new financial planning clients Existing Client Update Form - For existing clients Beneficiary Update Form - To change your current IRA beneficiaries |
Paris mayor: We intend to sue Fox NewsParis Mayor Anne Hidalgo told CNN Tuesday she intends to sue Fox News in the wake of the channel's coverage of supposed "no-go zones" for non-Muslims.
20 Jan New Facebook feature flags fake newsFacebook wants to crack down on the scourge of fake news stories that go viral on the social network.
20 Jan You're likely overpaying for financial adviceRead full story for latest details.
20 Jan Sony's 'The Interview' about to break even?Remember when "The Interview" was almost scrapped by Sony Pictures? Well in little less than a month, the film has hauled in $40 million through on-demand rentals and another $6 million in theaters.
20 Jan Delta Air Lines is saving $2 billion on fuelRead full story for latest details.
20 Jan Google close to SpaceX investment: ReportGoogle and Elon Musk's SpaceX are close to reaching an agreement that would make it an investor in Musk's company.
20 Jan Republican debates: Media winners and losersRead full story for latest details.
20 Jan 10 things to expect from Windows 10Read full story for latest details.
20 Jan For CEOs, at least, US looking better than ChinaSurvey results indicate that the U.S. is first choice for 38 percent, compared to 34 percent for China.
20 Jan Swiss tourism staring into the abyssSwitzerland's tourism industry is getting blasted this winter as the jump in the value of the Swiss franc raises prices for visitors.
20 Jan Swiss tourism staring into the abyssSwitzerland's tourism industry is getting blasted this winter as the jump in the value of the Swiss franc raises prices for visitors.
20 Jan How Obama would close the 'trust fund loophole'President Obama wants to make sure the "wealthiest Americans pay their fair share on inherited assets," according to a White House fact sheet. His proposal: Change a rule that protects capital gains from taxes when an investment is
... See More >> bequeathed to family. << See Less 20 Jan How Obama would close the 'trust fund loophole'To help pay for a slew of proposals intended to give a leg up to the middle class, President Obama wants to close what he terms the "trust fund loophole."
20 Jan Six ways to get free money for collegeRead full story for latest details.
20 Jan Six ways to get free money for collegeRead full story for latest details.
20 Jan Wal-Mart customers can pick up their tax refunds in cashRead full story for latest details.
20 Jan Wal-Mart customers can pick up their tax refunds in cashRead full story for latest details.
20 Jan BofA made money off Swiss franc jolt: CEOBofA's CEO tells CNBC the bank made money off the Swiss currency shocker even though it "caught everybody by surprise."
20 Jan Who doesn't get paid sick leave?Read full story for latest details.
20 Jan Davos '15: Gates, Soros, Pharrell to tackle crisesBack on this week, the World Economic Forum in Davos is as big as ever with lofty ambitions to match.
20 Jan Obama bank tax: Smart policy or bank bashing?President Obama wants to hit big banks with a new tax to discourage them from taking too much risk.
20 Jan This is why Obama is so concerned about the middle classIt's not hard to see why income inequality and middle class woes are in the spotlight these days.
20 Jan Gun sales soar. So does Smith & Wesson stockBoom! Gun sales look like they're back on track.
20 Jan Americans don't trust "all natural" food labels - but they pay up for them anywayAmericans don't trust the food industry's nutrition claims, but that doesn't stop them from paying up to eat a little healthier.
20 Jan Regions Financial misses Street 4Q forecastsRegions Financial on Tuesday reported fourth-quarter profit dropped by almost 4 percent to $211 million.
20 Jan Regional banks following big banks' trailBanks at all levels continue to disappoint during this earnings season
20 Jan More market trading oversight needed: Fed's PowellMore regulation may be needed for a key part of the banking industry's profit engine, Fed's Powell said.
20 Jan I haven't gotten a raise in yearsNo one needs to tell Sandy Humphrey that wages are stagnating. She feels it in every paycheck.
20 Jan A grown up theme for a grown up Davos?Hallelujah! This year's Davos theme actually makes sense.
20 Jan Shake Shack plans to raise up to $80 million in IPOShake Shack plans to raise up to $80 million in an initial public offering.
20 Jan Skittles and Carnival are Super Bowl ad rookiesRead full story for latest details.
20 Jan How the 1% fly to DavosRead full story for latest details.
19 Jan SocGen picks Bini Smaghi for new chairman postFrench bank Societe Generale decides to split the top job and appoint Italian economist as the group's chairman.
19 Jan The Fed can turn the leaf - gentlyOver the last twelve months, the dollar's exchange rate rose 13.3 percent – marking 14.4 percent and 13 percent increases against the euro and the yen.
19 Jan Obama's myRA retirement accounts are now a realityDon't have a 401(k) or pension at your job? The federal government is now offering myRA, a government-sponsored savings account intended to help millions of Americans start saving for retirement.
18 Jan Sorry bankers, no swimming pool this yearLondon and Wall Street bankers look set to get slightly lower bonuses for 2014, based on pay details released this week by big U.S. banks.
17 Jan Swiss shock a boon for this companyCompanies went bust and teetered on the brink of insolvency by the franc shock, Gain Capital was shocked that it took so long.
16 Jan Fed, market 'disconnected': BullardJames Bullard said Friday there are several reasons why the Fed and the market are "disconnected."
16 Jan IRS warns of tax refund delaysRead full story for latest details.
16 Jan The week in ugly: US economy off to a slow startA year in which the U.S. economy was supposed to turn the corner and lead the world has started out in bumpy fashion.
16 Jan Rough start for IPOs after offering hiatusThe volatile start to the year is spilling into the IPO market, which is beginning to price new products after a one-month hiatus.
16 Jan IRS will do fewer tax audits this yearRead full story for latest details.
16 Jan States where taxes hit the poor hardestRead full story for latest details.
15 Jan BOJ may expand, extend bank loan schemes: sourcesBOJ may expand two loan schemes to encourage commercial banks to lend more and extend beyond their current expiry date, says sources.
15 Jan Banks searching for answers on awful earningsBanks haven't been able to get their message straight on what exactly is causing the weak profit reports.
15 Jan Oil is not well for this energy-dependent countryThe rout in crude oil prices is also punishing one of the world's wealthiest nations: Norway.
15 Jan RayJay's Saut: 'It is too late to panic'Now is not the time to panic. The time for that, in fact, was about a month ago, strategist Jeffrey Saut says.
15 Jan Surprise franc move plays havoc with Swiss stocksThe Swiss stock market is down about 10 percent after the Swiss National Bank scrapped its cap on the franc against the euro.
15 Jan Lennar profit beats on strong home salesLennar reported a better-than-expected 50 percent jump in quarterly profit as it sold more homes at higher prices.
15 Jan BlackRock's earnings beat Wall Street estimatesBlackRock, the world's largest money manager, reported a higher-than-expected fourth-quarter profit as assets under management increased.
15 Jan BofA dodges activist group on chairman roleAn activist investor group said it is withdrawing a shareholder resolution that called for Bank of America to have an independent board chair.
15 Jan Deutsche Bank considers retail bank spin-offDeutsche may spin off retail bank in push to lower debt levels and prevent use of consumers' deposits to fund its investment bank.
15 Jan Banks to offer FICO credit scores for freeBank of America and Chase credit card holders will be able to see their FICO scores for free starting later this year.
14 Jan Big moves midday in energyStrong close in the energy commodity complex. Oil, natural gas and gasoline all moved higher.
14 Jan Dimon: JPMorgan would be better if kept together"The views and the facts are completely different, OK?" Dimon said, after being asked about a breakup.
14 Jan 'Devastating erosion' of taxpayer services at IRSCongressional budget cuts have resulted in an "unacceptably low level" of taxpayer service, according to the latest report from National Taxpayer Advocate Nina Olson.
14 Jan Market madness started with end of Fed's QEThe Black Swan-like collapse in oil has provided a test of whether equity markets can survive nearly free of the Fed.
14 Jan Hamm pledges $2.4B in stock to back personal loanThe collateral amount represents about one-fourth of the Continental Resources shares Harold Hamm owns.
14 Jan Nearly 8 out of 10 U.S. taxpayers get refundsRead full story for latest details.
14 Jan Rules for entertaining on Wall StreetWall Street business dinners are tricky: Where do you go? When do you talk business? Sit in on Turney Duff's master class in the art of entertaining clients.
14 Jan Sane investing in a scary marketRather than guessing whether to hold or sell when stocks go for a wild ride, you're better off developing a diversified portfolio you can live with through all sorts of market conditions. Here's how.
14 Jan Does free community college work?President Obama's ambitious play to make community college free nationwide stems from a program that Knoxville has been heading up since 2008.
10 Jan I'm outta here! 35% of workers say they'll quit if they don't get a raiseRead full story for latest details.
9 Jan In Texas, payday lenders are getting borrowers arrestedRead full story for latest details.
9 Jan 10 fantastic food festivals for 2015From the Terlingua International Chili Cook-Off to the Oregon Truffle Festival, these celebrations of local food aren't just great excuses to eat, they are also great vacation destinations.
8 Jan Everybody is moving to OregonRead full story for latest details.
8 Jan FHA to lower cost of mortgage insuranceThe Federal Housing Administration is dramatically cutting the premiums it charges for mortgage insurance. As a result the typical first-time home buyer should save about $900 a year.
7 Jan Living your dream retirement? Tell us about itAre you living your dream retirement? If so, we want to hear how you were able to get there -- whether it was by saving every penny, investing wisely or pursuing your passions.
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| © Copyright 2011 Taylor Wealth Management, Corp. All Rights Reserved. Securities and Advisory Services offered through Crown Capital Securities, L.P. A Registered Investment Advisor. Member FINRA/SIPC.
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