A New Factor to Consider

As our clients and many of our readers know, TAAG believes in a practical approach to investing, balancing the tradeoffs of risk and return to develop models based on each clients’ goals and tolerance to risk. We don’t believe in timing the market or anyone’s ability to pick one stock as superior to another. We prefer to own globally diversified portfolios at a very low cost and, for more than a decade, have found no better way to execute on this philosophy than through funds offered by Dimensional Fund Advisors (DFA). Having such a disciplined… [read more]
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TAAG Education Series – Personal Finance for Young Adults

What:        Personal Finance Forum for Young Adults Who:         Individuals in the process of establishing careers, taking their primary financial   steps on their own and interested in learning more about how to put their best foot forward when it comes to their money. When:      Wednesday, September 18th at 6:00pm Where:     TAAG Learning Center  9200 Montgomery Road  Cincinnati, OH 45242 RSVP:       By September 9th to Mary Herrmann   (513) 771-7222  info@taaginc.com Share:      If you know someone who might be interested or could benefit from our class for Young Adults, please forward this invitation or share via the Social… [read more]
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What Do Happy People Do Differently?

The bold magazine cover question stood out among all the Hollywood celebrity headlines in the grocery store check out. Curious, I picked up the Psychology Today and began leafing through to find the article. “That magazine has been selling so fast we can’t keep it in stock,” the cashier said. I tossed the magazine onto my pile of produce. “If you’re interested in that, you should also read Happy for No Reason – it’s a great book,” she said as she proceeded to share with me her philosophy on happiness. Everyone appears to be interested… [read more]
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‘Shallow Risk’ and ‘Deep Risk’ Are No Walk in the Woods

(from Jason Zweig’s Wall Street Journal Money Beat blog dated 7/26/2013. Click here for the original post. Jason writes the Journal’s Intelligent Investor column every Saturday.  He is also the best-selling author of Your Money and Your Brain.  Follow Jason on Twitter @jasonzweigwsj.) Earlier this week, the Dow Jones Industrial Average hit 15567.74, a new high. That was the 28th time this year the Dow closed at a record. At these all-time-high prices, just how much riskier stocks are than alternatives like bonds, cash or gold depends largely on how you define “risk.”… [read more]
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Will Your Broker Delay Your Retirement?

While many people may think the main determinant of your investment success is picking the winning stock or getting in and out of the market at the right time, it is actually the fees you pay for your investments that can help you reach your goals more quickly or cause you to spend additional time in the workforce. In August 2010, Jeannette blogged about a study in which Morningstar found it wasn’t a fund’s star rating, but internal costs which were the best predictor of a fund’s success. Studies like these have led to a… [read more]
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