by Chip Workman | May 2, 2018 | Advisors, Financial Planning, TAAG News
In my first job out of college, as in most, it was common to be asked to carry out tasks that weren’t necessarily part of the job description. My manager at the time would often remark, somewhat tongue-in-cheek, that the last line of that description was, “other...
by taaginc | May 4, 2016 | Advisors, Financial Planning
When meeting with clients, the first item on our agenda is to ask if there are any pressing issues, concerns, needs or major changes they have experienced since the last time we met. These questions often lead to discussions that relate to some other part of the...
by taaginc | Jun 24, 2015 | Advisors, Financial Planning, Personal Stories
My husband and I talk about money all the time. It usually goes something like this “Did you pay that bill?” or “How much are we going to spend on Mom’s Christmas present?” or “Look at this new pair of shoes that I bought.” Follow that last one up with a raised...
by taaginc | Dec 4, 2012 | Advisors
What’s the best way to find a great restaurant? You ask friends for their recommendations, or you go to on-line resources like Yelp or Trip Advisor to read reviews of diners who post their opinions. Obtaining recommendations and unbiased feedback is even more...
by taaginc | Feb 14, 2012 | Advisors
Since the middle of last year, we have been refining The Asset Advisory Group’s (TAAG) mission and vision and creating a strategic plan for the future. We want to ensure we continue to add value to the lives of our clients with the same level of service and care...
by taaginc | Jan 3, 2012 | Advisors
In my last blog I discussed the safety of investment custodians such as Fidelity and Schwab, after I received a concerned email from a client. After watching Jon Corzine, the former CEO of MF Global, trying to explain how $1.2 billion was missing from their clients’...
