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.
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...
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...
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...
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...
Assessing the Impact of Rate Increases
The Federal Reserve, or ‘the Fed’, sets the Federal Funds Rate through monetary policy. This is the rate that banks charge when they lend each other cash overnight. The Fed Funds Rate might seem like just another thing that only exists in the world of centralized...
Does [fill in the blank] Belong in My Portfolio?
(By Wes Crill, PhD, Head of Investment Strategies, Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on July 1, 2022 and can be found here.) KEY TAKEAWAYS A general framework based on potential benefits and...
Living in a Not. Quite. Right. World
Over the weekend I stopped by a bakery to find the lights off and a handwritten sign taped to the window – “Due to staff shortages we have shortened our hours and will be closed…” A visit to a drycleaner later that day delivered the same result. While shopping for...
Can My Golf Game Predict the Stock Market?
Okay, so I won’t string you along too far into this blog post before answering the title question – No, I can’t predict the stock market by playing golf – one can dream, right?! That being said, a couple recent rounds I played did have a lot in common with historical...
Market Returns through a Century of Recessions
(Featured in Perspectives By Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on June 10, 2022 and can be found here.) What does a century of economic cycles teach investors about investing? Our interactive...
Awareness Rules
As I blogged a while back in “Counting Calories”, my wife and I started the year in the most clichéd way possible and hired a virtual trainer to help us with our nutrition. Before we began, we were issued the rules of engagement. Weigh ourselves each morning. Record...
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!
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