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.
Sticking to Principles
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...
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What Happens Next?
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...
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Values
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...
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Uncharted Waters
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...
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Isolation
Over the last several weeks my inbox has been flooded with COVID-19 updates, how businesses are responding to the pandemic, and how things might play out for them the next few weeks. The NCAA has cancelled Men’s and Women’s basketball tournaments, restaurants have...
read more Perspective on Recent Market Volatility
Jake DeKinder, Head of Client Communications, and Mark Gochnour, Head of Global Client Services, at Dimensional Fund Advisors discuss recent volatility in financial markets and provide perspective on these events. Friday, March 13, 2020
read more Filter of Fear
On September 11, 2001 I had a morning meeting with a recently retired couple, and as we walked into the conference room the television in our lobby was broadcasting live coverage of a fire in the North Tower of the World Trade Center, but exactly what was happening...
read more Infected
My wife and I were traveling in Portugal & Spain last week on a trip we’ve spent nearly a year planning. I’m happy to report it was a phenomenal experience full of incredible sights, sounds and tastes. We met wonderful people wherever we went and arrived home...
read more Rules of Thumb
I’ll just come out and say it – I don’t like rules of thumb. Financial rules of thumb are often viewed as the only way to way to make financial decisions. They are said so often that people start accepting them as gospel. I’ve heard people say things like, “You have...
read more Spike in Prenups Driven by Millennials
(from Erin McDowell’s 9/3/2019 Business Insider article. Click here for the original post. Erin is a junior reporter on the Insider Inc. distribution team covering food, lifestyle, careers, finance, etc. Find out more about Erin here or on LinkedIn.) There's been a...
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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