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.
Discipline & Accountability
Happy New Year! 2020 was obviously tough on so many of us. Here’s to hoping you’re able to find some positive moments to reflect on over the last year, and that 2021 brings you health and happiness. Like so many people this time of year, I have decided to try my...
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2020: A Boring Year?
2020: A Boring Year? Minutes after US markets closed for the final time in 2020, a Twitter user going by the handle @TheSpeculator0 posted the partially redacted chart below with the following commentary: “kind of a boring year” For reference, the chart above...
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Four Financial Resolutions for 2021
This year has been marked by levels of uncertainty most of us have never experienced before in our lifetimes. If there was ever a year where planning and preparedness were needed, it was 2020. While we can’t erase all traces of this year when the clock strikes...
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Dividends in the Time of COVID-19
Dividends in the Time of COVID-19 (from Dimensional Fund Advisors LP. Original post can be found here and was published November 30, 2020.) Many investors view dividend payouts as a reliable source of income. However, those expecting to receive consistent dividend...
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The Dow, the S&P 500, and Tesla’s New Home
The Dow, the S&P 500, and Tesla’s New Home When people start investing or relying on their portfolio to replace their paycheck in retirement, they typically begin watching the Dow Jones Industrial Average (Dow) to track the market and determine if their portfolio...
read more A Financial Advisors Holiday Wish List
A Financial Advisors Holiday Wish List The past couple weeks around the Raidt household have included lots of holiday prep. Decorating our Christmas tree, baking cookies, shopping – the usual stuff. My three-year-old daughter is grasping the idea of Christmas and...
read more Personal Security Planning
Personal Security Planning A question we get frequently is how best to go about protecting identity and other personal information. We’ve blogged about it in the past on multiple occasions, but these things can be moving targets as new technologies and schemes create...
read more End of the Year Questions
People, and markets alike, crave certainty whether the outcome is what they expected or not. Once there is certainty, it becomes easier to adapt to the rules. So, with the presidential election behind us we have one more thing to add to the list of things we know with...
read more Why Worry About Survivorship Bias?
Why Worry About Survivorship Bias? (from Dimensional Fund Advisors LP. Original post can be found here and was published October 12, 2020.) For actively managed US equity mutual funds over the period from 1991 to 2020, survivorship bias overstates the median fund...
read more After the Election
Last Sunday morning, my husband and I took advantage of the unseasonably warm weather outside and went for a walk in our neighborhood. As we headed back home, a car pulled up beside us and rolled down the window. It was a client, stopping to say hello on her way to...
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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