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TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.

An Exceptional Value Premium

(from Dimensional Fund Advisors LP.  Original post can be found here and was published October 5, 2020.)  It’s probably not news to most value investors that the value premium has struggled over the past decade. What might be news is just how extreme an outlier recent...

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Private Equity’s Place

On occasion, we are asked to review a variety of investments that fall under the category of private equity (PE).  This could be through a new opportunity or a holding in a new client’s existing portfolio.  While the PE universe has grown substantially over the last...

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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!

The Asset Advisory Group

9200 Montgomery Road
Cincinnati, OH 45242

(513) 771-7222 | (888) 234-7982