The Potential Problem Looming in your Retirement Portfolio

(from Dan Solin’s Huffington Post blog on May 20, 2014.  Click here for the original article.  Dan Solin is the director of investor advocacy for the BAM ALLIANCE and a wealth adviser with Buckingham Asset Management. He is a New York Times best-selling author of the Smartest series of books. His most recent, The Smartest Sales Book You’ll Ever Read, was published in March.) There is a potential problem looming in your retirement portfolio. Unfortunately, there is little you can do about its cause because it resides in the deep recesses… [read more]
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Is Student Loan Debt the Next Bubble?

A few days ago one of the couples we work with was talking about all the things we’ve been through together since they became clients of TAAG.  Talk turned to investments: the internet bubble, the real estate bubble, then they asked, ‘Are student loans the next bubble?  If they are, what should we be doing now to protect ourselves – or benefit from it?’ Good question; and a perfectly reasonable concern given what we’ve experienced over the past 10+ years.    There’s over $1.2 trillion in outstanding student loans, according to an estimate by the Consumer [read more]
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Millennials & Money

Much is written in and outside of our industry about the Millennial generation or Gen Y as they’re sometimes referred. More than 80 million strong, Millennials are those Americans roughly spanning the 15-35 age range, depending on who you ask. If you believe all the sound bites and anecdotal evidence, all 80 million are entitled, lack direction, have moved back home, spend most of the day texting or Tweeting and are shoulder deep in your fridge foraging for last night’s leftovers right now! The truth, as is the case with every generation, is their interests,… [read more]
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Connecting the Dots

(from Dimensional Fund Advisors’ Outside the Flags blog by Jim Parker dated 4/16/2014. Jim is a Vice President with DFA, leading the communications and marketing team in the firms’ Australian office.)    Human beings love stories. But this innate tendency can lead us to imagine connections between events where none really exist. For financial journalists, this is a virtual job requirement. For investors, it can be a disaster. “The Australian dollar rose today after Westpac Bank dropped its forecast of further central bank interest rate cuts this year,” read a recent lead story on Bloomberg. Needing… [read more]
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