by taaginc | Dec 11, 2013 | Personal Stories
A few weeks ago I rode along with a police officer for 10 hours in Over the Rhine, and from the front seat I got an interesting perspective of life. The neighborhood’s newly renovated lofts, shops and trendy restaurants have made it a popular destination. Washington...
by taaginc | Jul 30, 2013 | Budgeting, Financial Planning, Personal Stories
My earliest memory of putting a long term financial plan together is around age 10. Of course, long term was about 6 months, but I planned, saved and eventually purchased a 13” black and white Sanyo television with bunny ears (I’ll explain black & white, bunny...
by taaginc | Jun 4, 2013 | Behavioral Investing, Healthcare & Wellness
Chip returned from a recent conference of fee-only financial planners with a new approach to financial concerns. Whether your biggest worries are your personal finances, the direction of the economy or something else, his advice might be to worry more? Watch below to...
by taaginc | Apr 2, 2013 | Behavioral Investing
When facing the unexpected, plans made under normal circumstances are often abandoned for overly emotional reactions. Sticking to a well designed plan when the wheels fall off can mean the difference between long term success or failure with our finances. Click below...
by taaginc | Jul 18, 2012 | TAAG News
In October 1988, after six years as a CPA and banking officer, I took my newly earned Certified Financial Planner designation and youthful optimism and started The Asset Advisory Group (TAAG). It wasn’t actually TAAG then, since I was only a single advisor with an...