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TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.

Resilience. Not as a response to crisis…

(from Carl Richards blog posted 5/14/2020.  Carl Richards is a Certified Financial Planner® currently located in London.  His two books are “The One-Page Financial Plan: A Simple Way to Be Smart About Your Money” & “The Behavior Gap: Simple Ways to Stop Doing Dumb...

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After COVID-19

We attended our son’s virtual commencement from Ohio State on May 3rd in our kitchen while he and our daughter-in-law quarantined together with us.  Other parents have learned to juggle Zoom office meetings with schoolwork, barking dogs and enthusiastic toddlers.  And...

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Controlling Cash Flow

If you are a client of TAAG you have probably had a conversation or two over the years about your cash flow.  It’s a common topic that we discuss in meetings.  Understanding your cash flow is a basic building block of financial planning.  It helps you to identify...

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Quintuple Whammy

There are any number of factors that make circumstances surrounding the COVID-19 pandemic a crisis unlike anything we’ve seen in modern history. In working through some of the reading and research piles on my desk, I came across a 2019 investor study conducted by...

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Sticking to Principles

From Dimensional Fund Advisors LP. Also available at https://us.dimensional.com/perspectives/sticking-to-principles A famous American football coach once said, “You don’t rise to the occasion, you sink to the level of your training.”1 The implication is that, in times...

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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...

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Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!

The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242

(513) 771-7222 | (888) 234-7982