Happy New Year!

“Going down this checklist, it’s evident that the factors that have been most positive over the past couple of years are diminishing or highly uncertain. And the rest, although they may be beneficial in the very short run, don’t hold much promise for next year as a whole.” “As you go into (the year), walk softly and carry a big cash balance.” Wait, a TAAG blog about the future of the market? Not exactly. The primary purpose of this e-mail is to wish our clients and other readers a very safe and Happy New Year… [read more]
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Merry Christmas & Happy Holidays!

TAAG’s offices will be closed today and tomorrow as the team takes a few days off to enjoy Christmas with our families. All of us at TAAG want to pass along our sincerest gratitude to our clients for another great year working together to make the best possible decisions available to meet our goals and enhance your financial security. However you celebrate, we hope you have time this week to reflect, spend time with friends and family and enjoy the season. Merry Christmas, Happy Holidays and all the best for a prosperous 2014!!… [read more]
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Play Your Position

In a year that has surprised to the upside in terms of overall stock market performance, it can sometimes be disheartening to see that a portfolio’s safety net, it’s cash and short term, high quality bonds, continue to eke along without much in the way of return.  How quickly we can forget the safety they can provide in tougher times was well covered by Jeannette in her blog on Market Amnesia just last month.  Many investors have been burned this year by taking their fixed income investments just a little further out in duration, or… [read more]
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Getting a Good Start

A few weeks ago I rode along with a police officer for 10 hours in Over the Rhine, and from the front seat I got an interesting perspective of life. The neighborhood’s newly renovated lofts, shops and trendy restaurants have made it a popular destination.  Washington Park attracts many people, and I enjoy the tacos at Bakersfield and the vintage drinks at Japps.  But the neighborhood is still plagued by prostitution, drugs, and violence north of all the positive changes. During our shift I saw a park where transvestite prostitutes hang out, and a… [read more]
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Simplicity & Sophistication

(from Dimensional Fund Advisors’ Outside the Flags blog by Jim Parker dated 11/14/2013. Jim is a Vice President with DFA and leads the communications and marketing team for the firms’ Australian arm.)     The Chinese philosopher Confucius once said that life is very simple, but we insist on making it complicated. You could say the same thing about investing. Complexity in investing often comes with a lack of transparency. The highly engineered and multilayered financial derivatives that contributed to the global financial crisis five years ago are a case in point. For many investors, these products… [read more]
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