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Reopening TAAG

I’ve found it unusually difficult to get thoughts down on paper for this week’s blog. The nation’s response to long standing inequity due to race and other factors following the death of George Floyd while in police custody on top of society’s current battle with the...

Values

About 15 years ago, when I was a sophomore at Xavier University, I was asked to lead a retreat for seniors at my high school in Louisville, KY.  As part of the program, I was required to give a presentation to the students on values.  It was a helpful exercise for me...

Clarity

I have very fond memories of my childhood; playing in the creek with my brothers, sledding every winter at Embshoff Woods, and spending summers at my grandfather’s pool, to name a few. But I also remember that money was tight, not because I was balancing the family...

That Was Fast!

On October 1st thirty years ago, TAAG began when a 28-year-old Cincinnati newcomer became a self-employed Certified Financial Planner. No one really knew what a CFP® was back then, which was obvious when I told people what I was doing, and especially when I submitted...

Other Duties as Assigned

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...

Help People, Work Your Mind & Warm Your Heart

We often have clients ask us to share what we’re hearing from others in terms of how they’re reaching out, staying active and helping others.  The ways in which our clients, their friends, families, neighbors and loved ones give back is seemingly endless,...