TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
A major announcement was made this week when the California Public Employees' Retirement System (Calpers) announced it was exiting its hedge fund strategy. Hedge Funds have had a bad few years to say the least, but this most recent move by one of the largest public...read more
People don't usually think of positive stock market returns as a stress trigger. But the last few years have been very stressful for many people. Those who shifted their portfolios into 'defensive' investments and asset allocations during the Great Recession have...read more
My family recently spent an afternoon on the campus of my alma mater, Miami University. It was a beautiful day, a great opportunity to show the kids where Daddy spent a few years of his life and a chance to check out all the recent changes on campus. A personal...read more
(from Barry Ritholtz's The Big Picture blog dated August 9, 2013. Click here for the original post. Barry is the founder and chief investment officer of Ritholtz Wealth Management, a daily columnist for Bloomberg, a frequent commentator on economics and financial...read more
Today a USA Today Network article noted that the cost of raising a child born in 2013 will be $245,340. That was quickly followed by a USA Today Money article that noted raising a child actually costs you $1.4 million, because the money you spent on food, clothing,...read more
There is plenty to discuss and debate when it comes to Social Security. Whether the program will be there for future beneficiaries, in what form, and taxed at what rate are just some of the valid questions to consider depending on your age and income level. Today’s...read more
(The following is from David Burleigh's blog dated July 14, 2014. David is a local attorney and an expert in the areas of Family Philanthropy and Family Enterprise Strategic Planning. He represents private business owners and their families in their business, family...read more
I spent last weekend surrounded by the happy chaos of a family reunion. Thirty-four of us hung out together for two and a half days, and 20 people (ages 1 - 80) spent two nights at our house spread out in sleeping bags, beds and couches. We ate too much, played...read more
Dimensional Fund Advisors’ Real Estate Securities Portfolio is the fund we use to gain exposure to U.S. Real Estate, the best performing asset class in our portfolios so far this year, up more than 20%. The second largest holding in this fund is Public Storage, whose...read more
We often have the good fortune of traveling to exciting locations both domestically and abroad vicariously through our clients. In sharing stories of good experiences and bad we tend to pick up a fair amount of great advice. In fact, a very successful lunch & learn...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!