(888) 234-7982


TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.

Adopting Your Cause

When it comes to financial planning, making choices and setting long-term goals can be overwhelming. What do you want to do when you retire?  What do you want your wealth to accomplish while you’re alive?  Where do you want it to go when you’re gone?  Without any...

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Lessons for the Next Crisis

(from Dimensional Fund Advisors’  Issue Briefs blog dated September 1, 2017. Dimensional Fund Advisors is a global investment manager dedicated to implementing the great ideas in finance by applying academic research to practical investing.)  It will soon be the...

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Be Careful Out There!

A few weeks ago, my parents fell victim to the ‘relative in distress’ scam we shared in our TAAG guest blog. Using information they obtained on-line, scammers convinced my parents their grandson, Robert, had caused an automobile accident and hurt an elderly couple. ...

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Planning to Give

August is not a time we typically hear a lot about charitable giving.  Most donations occur at the very beginning or end of the year, which on top of making mid-year cash flow a challenge for nonprofits, also means that their causes are often out of sight and mind. In...

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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!

The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242

(513) 771-7222 | (888) 234-7982