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In It for the Long Haul

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...

Snapchat Investing

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...

Nothing is Permanent

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...

Preparing for What Comes Next

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...