Invest Like a Farmer

I’d like to piggyback somewhat on Jeannette’s video last week and share a story I recently heard at a funeral service for the Grandmother of a dear friend.  The priest spoke personally about spending a great deal of time as a young child on his grandparents’ farm. Around age 6, his grandfather carved out a small corner of the family fields for the grandson to grow whatever he wanted. Very excited, he took some corn and bean seeds from his grandfather and learned how to properly sow the seeds. The boy was diligent in the… [read more]
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The Last 25 Years

Jeannette joins us by video this week to talk about the 25 years since she founded TAAG.  There have been many, many changes in terms of how the business operates, the makeup of the industry and how we all interact with our investments and other decisions around money.  Some of these changes have been positive, some less so.  Hear some of Jeannette’s thoughts on how best to handle those changes in today’s environment by clicking play below. If you have trouble viewing the video in the above format, you can access it directly on YouTube… [read more]
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TAAG Education Series – Personal Finance for Career Advancers

What: Personal Finance Forum for Career Advancers Who: Individuals/couples in the process of making meaningful decisions around career, family and investing for long term goals. Some of the right pieces may be in place, but there’s still more to learn about how to put their best foot forward at the intersection of life and money. When: Tuesday, October 15 at 6pm Where: TAAG Learning Center 9200 Montgomery Road Cincinnati, OH 45242 RSVP: By October 4th to Mary Herrmann (513) 771-7222 info@taaginc.com Share: If you know someone who might be interested or could benefit from our… [read more]
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Diversification Isn’t Broken, It Just Takes a While

(from Carl Richards’ in the 8/12/2013 New York Times – click here for the original post. Carl is a certified financial planner in Park City, Utah and director of investor education at the BAM Alliance. His book, “The Behavior Gap,” was published last year. His sketches are archived on the New York Times’ Bucks blog.) It’s a classic moment in sports history. With less than 20 seconds left in Game 6 of the 1998 N.B.A. finals and the Chicago Bulls down by one, Michael Jordan goes one-on-one with Bryon Russell of the… [read more]
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