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An Exceptional Value Premium

(from Dimensional Fund Advisors LP.  Original post can be found here and was published October 5, 2020.)  It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent...

Private Equity’s Place

On occasion, we are asked to review a variety of investments that fall under the category of private equity (PE).  This could be through a new opportunity or a holding in a new client’s existing portfolio.  While the PE universe has grown substantially over the last...

A Closer Look at Indexed Annuities

You’ve probably noticed there are more than a few things going on in the world these days that add to a sense of uncertainty, volatility, and fear.  People in general prefer some degree of predictability in all aspects of their lives, and personal finances likely...

What We’re Watching

No, this isn’t TAAG’s review of the latest hot releases on Netflix, Hulu or Amazon Prime… From time to time, I like to use my turn on the blog to offer some insight as to what we’re paying attention to at TAAG at the moment. Most of these are not items that require...

Land of the Free

Baseball is almost back and even if we can’t visit Great American Ballpark it’ll be nice to be able to finally watch it at home or listen to it on the radio. The Last Dance documentary kept us occupied for a little while but nothing says Summer like Reds baseball....