That’s Why We’re Here

 
At TAAG, we work only with individuals and their families, so we can focus on getting to know each of our clients well.  While we manage your investments and provide financial planning, we can also help in other ways you may not be aware. 
   
I recently met with a client, her son, and her son’s partner to help them with their budget planning.  They had just purchased a home and were having difficulty adjusting their spending and tracking how they were doing.  We provided help with ideas, resources and ways to track their expenses … [read more]
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Articles of Interest

There have been several articles of late that have grabbed our attention or garnered significant national press that we thought we would take the time to share this week.  Please see a brief intro to each and a link to access below . . . Why I am Leaving Goldman Sachs Now former Goldman Sachs employee Greg Smith wrote an op-ed piece for the New York Times last week on how watching clients’ interests being routinely and systematically ignored for the betterment of the firm led to him feeling like the only ethical option was… [read more]
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Stop the Madness!

This week begins March Madness.  Friends, families and co-workers have begun selecting their picks for the 2012 NCAA Basketball Tournament.  As I contemplated my brackets, I realized that the selection process I was using to get to my winning team is similar to the process many people use when selecting investments.  First, there’s usually a hometown bias.  This may be geographical or the team that is your alma mater.  I attended both Indiana University and the University of Cincinnati.  My attachment to these schools as well as my familiarity with their basketball programs typically leads [read more]
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The Games are Coming

On March 1st, tickets went on sale for an event many of you have likely been hearing about for some time, the 2012 World Choir Games.  The Games, billed as the Olympics of choral music, will be held in Cincinnati on July 4 – July 14, 2012.  The event will be the largest international event, arts event and, indeed, one of the largest events of any kind in the city’s history.  An estimated 200,000 visitors will come to town from as many as 70 countries to watch up to 20,000 participants perform [read more]
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