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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.

From Last to First

I know I am not the only one that is thrilled for the return of football season.  College football kicked off in full force this past weekend.  I spent a chunk of my weekend moving furniture and painting as we shuffle our kids’ bedrooms in preparation for baby #3...

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Ingenuity and the Investor

(From Perspectives, a blog provided by Dimensional Fund Advisors, LP.  This post was authored by Dimensional Vice President, Weston Wellington. The original post was published on August 9, 2022 and can be found here.) A recent news item reported that Frederick Smith...

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Snapchat Investing

I recently requested prospectuses and other sales material from a national brokerage firm for investments held in the account of a new client transitioning to TAAG and was told they no longer had the information because the materials had ‘expired from our view.’ I...

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Is Now a Good Time to Invest?

I get the question quite often from clients, friends and family… Is now a good time to invest?  Usually, the question comes with a pre-conceived opinion by the person asking of how I should answer. “The market is up a lot, should I wait until there is a dip and buy...

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Should I Buy an I Bond?

According to the U.S. Treasury, an I bond is “a savings bond that earns interest based on combining a fixed rate and an inflation rate.” The Treasury first issued the bonds in 1998, so this is not a new product, but suddenly financial headlines, a chat with a neighbor...

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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