TAAG Talk
TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
Are you getting the most out of your HSA?
If you have a High Deductible Health Plan you have probably heard of a Health Savings Account (HSA) and may even have one. HSAs came into existence at the end of 2003 when the Medicare Prescription Drug, Improvement, and Modernization Act was put into law. Even though...
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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...
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The Election and Your Financial Security
Politics are an emotional mine field these days. Both Democrats and Republicans seem certain that a loss for their presidential candidate will spell catastrophe for the financial markets based on differing opinions on tax policies, economic stimulus plans, and other...
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Chasing My Tail
On most week days, I’m greeted as I arrive home from the office by the sound of four kids screaming (usually happily) and running around, the sight of toys, clothes, and the remnants of afternoon snacks in the living room and kitchen, and the smell of whatever dinner...
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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...
read more Four Financial Lessons From a Pandemic
This year has been challenging for many of us in more ways than one, but there are some valuable financial lessons to be learned from the last six months. Create a Financial Safety Net One of the best things you can do for your financial wellbeing is to have a solid...
read more Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution
(By Karen Umland Senior Investment Director and Vice President & Ethan Wren Senior Portfolio Manager and Vice President for Dimensional Fund Advisors. Original post dated August 31, 2020 can be found here.) Emerging markets are an important part of a...
read more Buying a Home in a Seller’s Market
I knew the Cincinnati real estate market was tight based on stories I’d heard from clients and friends, but I didn’t realize that Cincinnati, Columbus and Kansas City were three of the most difficult places to buy a home this summer until our son and daughter-in-law...
read more 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...
read more 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...
read moreDisclaimer: 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!
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