TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
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 &...read more
Each year my husband’s family comes together from Texas, Ohio, New Jersey, Georgia and Florida over the July 4th holiday to reconnect with one another. Everyone from my 80 year-old in-laws to our 8 year old nephew spent time together at the beach over the past...read more
“Good is the enemy of great.” This is the opening line of Jim Collins’ best-selling book Good to Great. The book, released in 2001 and considered one of the essential business reads of the last decade, was standard issue to MBA students while I was...read more
(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...read more
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...read more
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...read more
(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...read more
I love the summer. When Memorial Day weekend rolls around, the sense of anticipation I felt as a child kicks in, and memories come flooding back. Early summer mornings my mom and I would crawl between strawberry rows, dew-moistened straw sticking to the front of our...read more
This week, I was hoping to join you by video to share some things happening here at TAAG, but coaching my daughter’s last weekend of soccer with the pollen count at its high for the year has left my vocal chords a little worse for the wear. Failing that, here is...read more
(from Carl Richards’ 5/8/2014 Behavior Gap newsletter – click here for the original post. Carl is a Certified Financial Planner, the creator of the New York Times’ Sketch Guy column and director of investor education at the BAM Alliance. His book, “The...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!