TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
Recently, a client was kind enough to share a book on how Steve Jobs’ obsession with simplicity helped drive Apple to be the off the charts success story it is today. As I’ve read and re-read the book, I’ve realized it has many applications to business, investing and...read more
(from Dan Solin’s Huffington Post blog on February 11, 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...read more
As human beings, we use mental shortcuts to make our lives easier to navigate. These shortcuts, known as heuristics, allow us to function without constantly stopping to size up every situation before making a decision about what to do next. In an emergency, mental...read more
Last week, I took a few days off to travel to Phoenix, Arizona. I was going to visit my sister and her two boys for part of the stay and play golf and watch the Super Bowl with some college friends during the rest. When I booked my flight, I had two options for...read more
(from Joe Light’s Your Money column in the Wall Street Journal dated 1/24/2014. Click here for the original post. Joe writes about investing and personal finance for the Wall Street Journal, specializing in mutual funds, brokerages and other investing topics. ...read more
When I began work as a financial planner in 1988, I would spend hours studying Morningstar Mutual Fund reports to determine the best funds to help my clients reach their goals. The reports contained volumes of data, but experience taught me they did very little to...read more
Despite the incredible boom in mortgage refinancing that’s occurred over the last few years in light of historically low rates and home values returning to some sense of normalcy, we still get questions from from clients, their families and friends who have held...read more
(from Dan Wheeler’s blog dated 10/29/2013. Click here for the original post. Dan helped found the Financial Advisor Services arm of Dimensional Fund Advisors in 1989 and remained there until his retirement in 2010. In retirement, Dan is focused on his writing...read more
“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...read more
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...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!