Caroline Taylor, director of wealth strategies in Carson Wealth’s Franklin Lakes office, was one of three financial advisors under 40 featured in a recent InvestmentNews article. The story, “How young advisors are navigating today’s market turbulence,” highlighted insights from each advisor on navigating the volatility we are currently seeing in the market.
Taylor spoke of leaning on her tax-focused approach to planning in these moments. “I’ve learned that market downturns create unique opportunities—capital doesn’t disappear, it simply gets redistributed. These volatile conditions reward strategic, creative and calm investors,” she said.
She also shared that she gained a lot of understanding by watching her mentor—her mother, also a financial advisor—help clients navigate the rough waters of the economic collapse in 2008. “Despite the turmoil, my mother maintained her composure and consistently reassured clients that markets would eventually recover, a strategy that ultimately preserved significant client wealth and inspires my proactive approach today.”
Read the complete story at investmentnews.com.
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