Taylor joined Patriot Investment Management in 2008. Prior to working at Patriot, Taylor earned a Mathematics degree from Vanderbilt University, a Master’s degree from Georgetown University in Physiology and Biophysics…
Read MoreSearch Results for: Finance Management Made Easy

Retirement Planning Tips For Women Entrepreneurs
by Alex Beale
…Retirement Planning Professional Retirement planning can be complex, especially for female entrepreneurs who are juggling business priorities and personal finances. A financial advisor who has experience working with small business…
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May Is Military Appreciation Month: 5 Financial Tips For Every Military Family
by Alex Beale
…assignments, and the constancy of change – all of which make dedicating time to personal finance a challenge. Luckily, there are special tax breaks and other benefits unique to service…
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The Power Of Saving Early
by Alex Beale
In 1964, The Rolling Stones released the hit single “Time Is on My Side.” Who knew they were talking about personal finance? For The Rolling Stones, the song was about…
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Q4 2025 Market Insights
by Alex Beale
…which ended the 43-day shutdown, will run out of funds.11 By month’s end, expect attention to focus on how Congress will structure a new spending bill. Finance.yahoo.com, December 31, 2025…
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Q2 2025 Market Insights
by Alex Beale
…April 4, 2025 WSJ.com, April 9, 2025 CNBC.com, April 22, 2025 CNBC.com, May 12, 2025 CNBC.com, May 13, 2025 Finance.Yahoo.com, May 30, 2025 MarketWatch.com, June 5, 2025 CNBC.com, June 24,…
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8 Step Summer Financial Checkup
by Alex Beale
…yourself with some extra time on your hands in the upcoming months, you may want to use this opportunity to check in on your family’s finances. While conducting a thorough…
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Most Common Financial New Year’s Resolutions
by Alex Beale
…financial goals are within reach! Contact your Patriot Advisor for more ways to help reach your financial goals. https://www.investopedia.com/terms/d/debt-avalanche.asp https://www.nerdwallet.com/article/finance/what-is-a-debt-snowball https://www.wellsfargo.com/financial-education/basic-finances/manage-money/cashflow-savings/emergencies/ This content is developed from sources believed to be…
Read MoreGrant Murphy
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Grant joined the Patriot team in 2023 as a Paraplanner. He earned his Bachelor of Science in Finance from Mississippi State University. During his time at MSU, Grant participated in…
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Is It Too Late To Save For College?
by Alex Beale
…meaningful progress toward funding higher education. You can take proactive steps toward achieving your educational goals by assessing your finances, exploring financial aid options, utilizing tax-advantaged accounts, and creating a…
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