TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
Our American society celebrates, appreciates and rewards the bold and visibly successful. President Trump rose from real estate developer’s son to reality television star to President, in no small part due to his outspoken personality and flamboyant lifestyle that...read more
College Admissions Counselor: “You don’t have enough money.” Father of incoming Freshman daughter, Alex: “It says right here we have $401,000. You missed it!” Mother of Alex: “Jackpot!” Counselor: “Uh, that says you have a 401k account.” Later at home Mother:...read more
On Saturday, May 20th, HBO released its new film, The Wizard of Lies, which depicts the events leading up to and following the arrest of Bernie Madoff. While it does a reasonable job explaining how Madoff ran the largest Ponzi scheme in history, its core storyline is...read more
(from Dimensional Fund Advisors’ Issue Briefs blog dated May 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.) Doubt is not a pleasant...read more
“I just can’t figure out where the money goes. We should be doing well with our salaries, but we never seem to have anything left over at the end of the month.” My client’s frustration is shared by many other people I’ve worked with over the years, regardless of...read more
Last week I attended the Morningstar Investment Conference, a gathering of financial advisors, economists, fund managers and others from the world of financial services in Chicago, IL. The two and a half days are full of breakout sessions around investing, practice...read more
Over Easter weekend, my family came into town from New Jersey. I decided to take them to the Cincinnati Zoo and Botanical Gardens, which is one of my favorite places any day of the year but especially right now during Zoo Blooms. I thought Good Friday would be a...read more
When something goes wrong, how do you respond? Last Thursday morning I read that opening line in Seth Godin’s blog, and I had to laugh. A few minutes earlier I’d received an email from the associate pastor of my church, letting me know the food and preparations we’d...read more
(from Dimensional Fund Advisors’ Outside the Flags blog by Jim Parker dated February 2017. Jim is a Vice President with DFA, leading the communications and marketing team in the firms’ Australian office.) Ever ridden in a car with worn-out shock absorbers? Every...read more
A constant stream of breaking news on TV. Our smartphones pinging us about that news alert, social media mention or new “friend.” Weather alerts where we live and just about everywhere else on the globe. Another reason to fret, worry or panic caused by real media...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!