TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
As I sit down to write this blog it’s a little after 11 am, and it’s the first time today that I’ve checked to see what the stock market is doing. This morning I was busy preparing for a client meeting that Chip and I have next week and then reviewed trades placed in...read more
(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...read more
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...read more
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...read more
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...read more
Spring has sprung and if we weren’t in the middle of a pandemic, you’d likely see your gym crowded with folks trying to get their bodies ready for Summer. If you’ve ever started a workout regimen or a new diet whether to shed a few pounds or just to feel better...read more
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...read more
COVID-19 has provided a dizzying reminder of how difficult it can be to predict the future of market movements, and how counter-intuitive those market changes can appear to be. Why would a typically market-friendly announcement, like the Fed’s reduction of the target...read more
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...read more
As we’ve all heard more than once lately, the world is navigating through uncharted waters as drastic measures are underway all over the world to slow the spread of Covid-19. While we know many of these life-altering changes are temporary, no one can be certain of...read more
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!