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 |
Second record weekend for 'American Sniper'In its second weekend of wide release, "American Sniper" is poised to again outperform Hollywood expectations and make well over $60 million.
3h 2015: The global economy's 'sink or swim' momentLet's be blunt: The central banks have done all they can, and now it's 'sink or swim' time for the global economy.
3h 'Records on top of records' for 'American Sniper' as week two beginsAfter a $105 million opening weekend, the highest-grossing January movie release ever, "American Sniper," is starting its second weekend by setting yet another record.
4h Indiana church sues JPMorgan for millionsReverend Stephen Carlsen went to a seminary, not business school, but he's quickly becoming an expert on how Wall Street works as his church battles America's largest bank.
9h Obamacare website reins in personal data sharingThe government has stopped openly sharing your personal information from the Obamacare website with private companies.
18h Friday LinksRead full story for latest details.
23 Jan Sports Illustrated lays off its staff photographersSports Illustrated has laid off all six of its staff photographers and will rely more on freelancers.
23 Jan Heard at Sundance: 'Black lives matter'The cry came from the balcony at the end of Thursday's premiere of a documentary about Nina Simone: "Black lives matter!"
23 Jan Madoff defends sons in email to NBCBernard Madoff defended the innocence of his dead sons in an email to NBC.
23 Jan SkyMall catalog lands in bankruptcyIt's a sad day for shoppers who love Sasquatch statues and electric slippers.
23 Jan Thank you OPEC! China saves $100 billionChina will save $100 billion on its oil import bill in just six months thanks to the collapse in crude prices.
23 Jan Finally, Jamie Dimon gets his cash bonusJPMorgan Chase chief Jamie Dimon got his first cash bonus in three years -- a sign that maybe he's managed to move on from the massive losses caused by the "London Whale."
23 Jan Starbucks to keep growing in 2015: SchultzStarbucks will keep its growth momentum in 2015 on the heels of last quarter's earnings, according to Howard Schultz.
23 Jan IRS warns of phishing tax scams, fake emailsRead full story for latest details.
23 Jan IRS warns of phishing tax scams, fake emailsRead full story for latest details.
23 Jan Soros: European stimulus will benefit the richMario Draghi has been widely praised for his decision to fire up the European Central Bank's printing presses to rescue the region's economy. George Soros isn't convinced.
23 Jan Starbucks is morphing into a tech companyIt's official. Starbucks wants you to think of it as a technology company, not a coffee retailer. And it may have just named its future CEO too.
23 Jan Hershey lawsuit angers fans of British chocolate in U.S.Fans of proper British chocolate are up in arms over a trademark dispute between Hershey and an importer.
23 Jan NHL partners with GoPro for on-ice actionRead full story for latest details.
23 Jan France: Our economy is gonna get realFrance has promised to accelerate efforts to revive its economy, taking advantage of a window of opportunity provided by the European Central Bank's massive stimulus program.
23 Jan Oil crash may kill the Texas housing boomHouston, you may have a housing problem.
23 Jan Rockwell Collins misses 1Q profit forecastsRockwell Collins on Friday reported fiscal first-quarter net income of $167 million.
23 Jan Kansas City Southern beats 4Q profit forecastsKansas City Southern on Friday reported fourth-quarter earnings of $141 million.
23 Jan Bank of New York Mellon posts 4Q profitBank Of New York Mellon on Friday reported fourth-quarter net income of $831 million.
23 Jan State Street tops 4Q profit forecastsState Street on Friday reported fourth-quarter net income of $544 million.
23 Jan Jack Ma: Alibaba is just a babyYou can't fault Jack Ma's ambition: the founder of Alibaba says his giant company is still in its infancy.
23 Jan Cramer: UPS latest 4Q guidance ‘disturbing’UPS' latest fourth-quarter guidance brings the company's leadership into question, according to CNBC's Jim Cramer.
23 Jan The sweet spot of the earnings cycle is nearStocks have been off to a rocky start, but that is now starting to change as we enter the heart of earnings season.
23 Jan Currency war: Who will be the casualties?Central banks are in combat mode. On the front lines: Europe, Denmark, Canada, Switzerland, Peru and India.
23 Jan Honeywell profit marginally beats expectationsHoneywell reported better-than-expected profit, on higher sales at its division that makes sensors, safety systems and air conditioning equipment.
23 Jan US banks resign themselves to lower yieldsU.S. banks are now resigning themselves to at least another few quarters of low rates, executives and analysts said.
23 Jan Fake IRS phone calls tops list of tax scamsRead full story for latest details.
22 Jan What markets do when ECB talks about buying assetsWhat happens when the ECB gets aggressive?
22 Jan This is the price point to beware for falling oilSome investors believe that declining oil prices are a good thing—for now—with $30 a barrel as the break point.
22 Jan KeyCorp tops Street 4Q forecastsKeyCorp on Thursday reported fourth-quarter net income of $248 million.
22 Jan Bill & Melinda Gates' next target: bankingThe billionaire power couple believe banking -- specifically the mobile variety -- can help lift millions out of poverty.
22 Jan BB&T; tops Street 4Q forecastsBB&T on Thursday reported fourth-quarter profit of $594 million.
22 Jan Cloud-based storage firm Box set to priceCloud-based storage company Box (BOX) set to price tonight.
22 Jan Janus profit up after Gross helps bring inflowsDenver asset manager Janus Capital Group said fourth-quarter profit rose 22 percent after hiring of star bond fund manager Bill Gross.
22 Jan Union Pacific tops Street 4Q forecastsUnion Pacific on Thursday reported fourth-quarter profit of $1.41 billion.
22 Jan Travelers beats Street 4Q forecastsThe Travelers Cos. on Thursday reported fourth-quarter earnings of $1.04 billion.
22 Jan Dalio, Cohn, Summers: The US is fine...for nowEconomic thinkers in Davos believe the U.S. economy is strong, but worry about its ability to deal with the next crisis.
22 Jan Why airfares are sky-high when jet fuel is dirt cheapJet fuel is costing airlines about half of what they were paying a year ago, but passengers not seeing any break on fares.
22 Jan ECB shoots the big bazooka: 1 trillion eurosIf the goal is to weaken the euro to make it more competitive, the EECB's bond-buying program is a success at the outset.
22 Jan I've made millions playing poker, own almost nothing - and I've never been happierOnce he made some money, this poker player tried settling down. But he found he was happier on the road.
22 Jan Germany: Our job is to strengthen EuropeSigmar Gabriel, Germany's Minister of Economic Affairs, said at Davos that Germany will support regional economic stimulus.
22 Jan NY aims to expand Barclays 'dark pool' lawsuitNew York state Attorney General Eric Schneiderman said he wants to expand his lawsuit accusing Barclays of fraud.
21 Jan Mario Draghi may need to get a bigger (QE) boatIf Mario Draghi wants to have a significant market impact after Thursday's ECB meeting, he better not think small.
21 Jan JPMorgan must live with $1.5B paperwork errorJPMorgan Chase must live with a clerical mix-up that could cost $1.5 billion, a court ruled on Wednesday.
21 Jan Manager 'truly sorry' for blowing up hedge fundCanarsie Capital's Owen Li told clients of his hedge fund that he is "truly sorry" for losing virtually all their money.
21 Jan Don't invest in banks if you want certainty: DimonInvestors who want certainty about legal costs for financial firms shouldn't buy bank stocks, JPM's Jamie Dimon tells CNBC.
21 Jan Hot topic for 1-percenters at Davos: InequalityRising economic inequality is casting a shadow over the World Economic Forum, a conference dominated by the 1 percent.
21 Jan Northern Trust beats Street 4Q forecastsNorthern Trust on Wednesday reported fourth-quarter profit of $244 million.
21 Jan Obama proposes scaling back benefits of 529 college savings plansRead full story for latest details.
21 Jan Obama wants to cut 27 questions from the much-hated FAFSAPresident Obama wants to make the FAFSA easier by cutting 27 tough questions from the application form.
21 Jan Many spouses are cheating - financiallyYou're not alone. One in five Americans has kept their spouse in the dark about a $500 purchase, and men are the most likely offenders.
21 Jan Six ways to get free money for collegeRead full story for latest details.
21 Jan How Obama would close the 'trust fund loophole'Read full story for latest details.
21 Jan Can I afford to retire early?Leaving the workforce early sounds like a dream. But running out of money too soon in retirement can be a real nightmare. Before assuming your nest egg is going to last for decades, take these factors into account.
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 Wal-Mart customers can pick up their tax refunds in cashRead full story for latest details.
20 Jan How the 1% fly to DavosRead full story for latest details.
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 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 '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 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 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 2015 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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