by taaginc | Aug 6, 2013 | Investment Management
While many people may think the main determinant of your investment success is picking the winning stock or getting in and out of the market at the right time, it is actually the fees you pay for your investments that can help you reach your goals more quickly or...
by taaginc | Dec 7, 2009 | Investment Management
“You’re a financially sophisticated and well-to-do executive (business owner, etc.) and you shouldn’t be in the same investment vehicles as the average investor. You deserve better. We’ll give you access to exclusive investments with above average returns that only we...
by taaginc | Nov 16, 2009 | Advisors
As the market recovery continues, we have been receiving many phone calls from individuals looking for a new financial advisor. Most inquiries are from people who have been working with a brokerage firm such as Merrill Lynch or Smith Barney. Last year’s market rout...
by taaginc | Aug 4, 2009 | Advisors
(From Dan Solin’s blog, Huffington Post, July 14, 2009) A reader of my blogs sent me an e-mail with a Customer Agreement from a major brokerage firm. She asked me to look it over and tell her if she should sign it. The first thing that struck me was this clause:...
by taaginc | Jun 29, 2009 | Advisors
One of the least discussed but most important factors to consider when hiring a financial advisor is whether or not they are a fiduciary. This means the advisor has a legal obligation to put their clients’ interests ahead of their own. Most consumers assume that their...
