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Our Firm In The News

To Members Of The Media:

If you need assistance with an article or feature and your deadline is more than 3 days, please CLICK HERE and utilize our contact form. Please let us know which publication you work for and when your deadline is. We generally respond to journalist E mail inquiries within 4-6 hours. If your on a short deadline, please call 310. 260. 1126. If no one is available at that number, leave a return number, your question, and your deadline. We generally return calls within 2 hours during a normal business week.

From 2005

October 3 , 2005 Nigel Taylor, CFP® was extensively quoted in an article regarding financial preparedness in "Investment News", a weekly magazine for financial service professionals

September 23, 2005 Nigel Taylor, CFP® appeared as a guest on Fox Television Channel 11's award winning Morning News show in Los Angeles with Jean Martirez to discuss ways of preparing financially for any disaster. To read Mr Taylor's comprehensive article on this topic, please CLICK HERE

June 1, 2005 "Forbes Magazine " Nigel Taylor, CFP® was interviewed for and quoted in an article regarding ethical considerations in Fee Financial Planning

April 1, 2005 "Bottom Line Personal Magazine" published an article titled "How To Be Financially Prepared For Any Disaster" authored by Nigel Taylor, CFP®

From 2004

October 24, 2004 "Sacramento Bee" Nigel Taylor, CFP® was interviewed for and quoted in an article regarding preparing yourself and your family for financial disaster

May 2004 "Consumer Reports Subscription Magazine "Money Adviser" Nigel Taylor, CFP® was interviewed for and quoted in an article regarding how to handle "Sudden Money" such as windfalls and large inheritances. This magazine, produced by Consumer Reports, is available by subscription only.
From 2003
October 2003 "Investment Advis0r Magazine" Nigel Taylor, CFP® was extensively quoted in an article regarding the ethical challenges facing financial planners and how to handle ethics issues and ethics challenged clients.
April 3, 2003 "Investment News" Nigel Taylor, CFP® was interviewed and quoted regarding this important legislation passed in Arkansas, which deals with restrictions for use of the title "Financial Planner" by insurance agents in Arkansas who only offer insurance services.
March 25, 2003 "Financial Planning Magazine" Nigel Taylor, CFP® was extensively quoted in an article regarding recent legislation passed in Arkansas regarding restrictions for use of the title "Financial Planner" by insurance agents in Arkansas who only offer insurance services.
March 3, 2003 "Investment News" Nigel Taylor, CFP® was extensively quoted in an article regarding the CFP Board's decision to issue an advisory opinion on the correct usage and definition of "Fee-Only" by CFP® Certificants in a financial planning arrangement. Mr. Taylor is of the opinion that fee-only should mean an hours work for an hours pay, and not as many fee-only planners define it, a percentage of assets under management, which is better defined as "level first year commissions".
From 2002

February 2002 "Bloomberg Wealth Manager" Nigel Taylor, CFP® was extensively quoted in an article titled "Into Foreign Territory" written by Alan Feigenbaum, which dealt with the financial, estate and asset protection issues facing foreign nationals and residing temporarily in the United States.

August 26, 2002 "Investment News" Nigel B. Taylor, CFP® was extensively quoted in an article titled "Going Crazy Over Credentials", which addressed the increasing concerns in the industry to the growing number of meaningless financial planning designations.

August 29, 2002 "Investor's Business Daily": Nigel B. Taylor, CFP® was extensively quoted in a feature article published on 08. 29.02. in Investor's Business Daily. The article, written by Julie Huynh, a staff writer with IBD discusses the importance of engaged couples speaking openly about their finances BEFORE they finally tie the knot. If you are planning to "get hitched" in the near future, plan on getting together with a member of our firm first!

September 15, 2002 "Physician's Financial News" Nigel B. Taylor, CFP® was extensively quoted in the September 15, 2002 edition of "Physicians Financial News", the leading financial magazine for the medical profession. The article addressed potential liabilities and the asset protection techniques that can be employed to protect assets from aggressive creditors. If you have have concerns regarding potential creditors and are exposed to increased levels of liability because of your professional career or personal wealth, please contact us immediately! We can help!

October 3, 2002 "Wall Street Journal On-Line Edition" Nigel B. Taylor, CFP® was quoted in the Terri Cullen article, which discussed the importance of laddering bonds and CD's to achieve a higher yield on these fixed investments.

November 2002 "Financial Planning Magazine" Financial Planning Magazine recently published an abridged version of an article titled "Illegal Activities Of Fee-Only Planners In The Business Of Insurance" authored by Nigel Taylor, CFP®. This article was forwarded to the CA Dept. of Insurance for action. Here's the full version of this important article in Adobe .pdf format. Click Here

Other Articles and contributions from Nigel Taylor, CFP® in previous years
  • Author, "Domestic & International Estate and Asset Protection Planning for the Resident Alien Parts 1 & 2" April and June 1996, National Journal of Financial Planning

  • Author "Choosing a competent Financial Planner" April 1997, Amicus Curiae

  • Contributor, "Mass-Customizing Client Service Through High-tech, High-Touch Communication" Written by Ed McCarthy, CFP June, 1997, National Journal of Financial Planning

  • Author, "Practice Standards & Rules of Professional Conduct for CFP Licensees and Financial Planning Practitioners" October 1997, IAFP's "Financial Planning" Magazine

  • Contributor, "Protect Your Assets" Written by Richard Boothe, Spring 1998, Senior Saver.

  • Contributor, "Dual Citizenship Issues" Written by Donna McKenna, January 1999, Ticker Magazine.

  • Contributor, "Financial Planning and the Internet" Written by Richard Bierck, January 1999. Bloomberg Wealth Manager

  • Numerous Quotes throughout 1999 in magazines and newspapers such as Ticker, Financial Planning, Dow Jones Investment Advisor, Registered Representative, The Los Angeles Times, L.A. Business Journal etc.

  • Contributor, International Aspects Of Estate Planning "Los Angeles Times, Money Makeover Section" January 25, 2000

  • Biography and Feature Article Regarding my Practice, "Financial Planning", February 2000.

  • Contributor, "Financial Planning: Born in the USA" written by Jason Spits. Money Management Magazine, Australia. (August 3, 2000)

  • Author, "Opinion paper on the Proposed Changes to the CFP Board Code of Ethics" Financial Advisor Magazine (September 2000)

  • Contributor, "Use Caution Seeking shelter Offshore" written by Ed Rabinowitz. Physician's Money Digest (September 15, 2000)

  • Contributor, "Fiestas: cómo sobrevivir financieramente" written by Yolanda Arenales, Editora Asistente de Negocios, La Opinión Domingo, 12 de Noviembre de 2000. This article, in Spanish can be read by going to my current Newsletter

  • Contributor, Talking Turkey Before Tying the Knot, an article regarding pre-marital financial planning published in the Los Angeles Business Journal, August 29, 2002
  • Contributor, Wall Street Journal Article on Laddering Bond Portfolios from October 3, 2002

 

 

Newsletter

 

Nigel B. Taylor, CFP¨ is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered Broker-Dealer. In this regard, this communication is strictly intended for individuals residing in the states of California and Nevada. No offers may be made or accepted from any resident outside the specific state(s) referenced. Separately, Taylor & Associates is a CA Registered Investment Adviser

CFP®, CERTIFIED FINANCIAL PLANNER™ and the CFP® flame logo are federally registered services marks of the CFP board of Standards, Inc. CO.