by Jeannette Jones | Sep 14, 2022 | Investment Management, Personal Stories
Yesterday my husband and I celebrated our 42nd wedding anniversary. That number sounds ridiculously high to me, because I clearly remember celebrating my parent’s and grandparents’ 50th anniversaries, and we’re getting very close. It also got me thinking about how...
by Jeannette Jones | Aug 10, 2022 | Investing & Markets
I recently requested prospectuses and other sales material from a national brokerage firm for investments held in the account of a new client transitioning to TAAG and was told they no longer had the information because the materials had ‘expired from our view.’ I...
by Jeannette Jones | Jul 6, 2022 | Investment Management, Personal Stories
Over the weekend I stopped by a bakery to find the lights off and a handwritten sign taped to the window – “Due to staff shortages we have shortened our hours and will be closed…” A visit to a drycleaner later that day delivered the same result. While shopping for...
by Jeannette Jones | May 25, 2022 | Investing & Markets
Every time we think something is permanent, we are eventually proven wrong. It’s especially true with the economy and financial markets. After the financial crisis of 2008 – 2009, inflation remained low for over a decade. Imports from China and other countries with...
by Jeannette Jones | Apr 20, 2022 | Healthcare & Wellness, Retirement
TAAG’s Wednesday morning blog has posted each week since 2009, and many of them have been inspired by client experiences. This week’s topic is based on a client’s specific request, and to quote him directly, ‘people need to prepare.’ We spend most of our time helping...
