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.
Taking Control During a Market Correction
There’s so much that is out of our control at any given moment and what we are living through today is no exception. Investors and consumers alike are worried about a number of things: gas prices, supply chain issues, inflation, the war in Ukraine, rising interest...
Worried About Stocks? Why Long-Term Investing is Crucial
(By David Booth, Executive Chairman and Founder, Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on May 23, 2022 and can be found here.) We are living in a time of extreme uncertainty and the anxiety that...
Nothing is Permanent
Every time we think something is permanent, we are eventually proven wrong. It’s especially true with the economy and financial markets. After the financial crisis of 2008 – 2009, inflation remained low for over a decade. Imports from China and other countries with...
Money Lessons from the Kentucky Derby
Regular readers, or those who know me have probably heard I am originally from Louisville, Kentucky. I’m not shy when it comes to talking about my hometown. When you’re born and raised in Louisville, you’re indoctrinated into the tradition of The Kentucky Derby from a...
Is It Time to Get Out of Bonds?
As we referenced in our quarterly letter and blogged about last month, it has been a difficult time in markets with lots of volatility and the usual inverse relationship between stocks and bonds missing with both in negative territory for the year. The causes of this...
The Future of the RMD
Required Minimum Distributions, or RMDs, are distributions that must be made from a retirement account once the account holder reaches a certain age. One of the reasons the RMD exists is to force money that was originally tax-deferred to go through the tax system....
Should You Chase Dividend Stocks to Combat Inflation & Rate Hikes?
(By Mia Huang, CFA, Senior Associate, Dimensional Fund Advisors. Learn more about Dimensional Fund Advisors here. The original post was published on April 5, 2022 and can be found here.) KEY TAKEAWAYS With inflation at its highest level in decades and the US Federal...
Preparing for What Comes Next
TAAG’s Wednesday morning blog has posted each week since 2009, and many of them have been inspired by client experiences. This week’s topic is based on a client’s specific request, and to quote him directly, ‘people need to prepare.’ We spend most of our time helping...
The Case for a Career in the Skilled Trades
My father is a third-generation home builder in Louisville. I remember weekend days as a young child going to “check the jobs” with my dad. I was always excited when the “check” required more than a drive by. This meant I was able to go onto a jobsite and witness...
Strange Times
Most of the time, stocks and bonds have an inverse relationship, meaning when stocks rise, bond prices fall, or at least rise at a significantly slower pace and vice versa. This allows for a nice counterbalance to risk in portfolios and is the cornerstone of broader...
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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