by taaginc | Sep 28, 2016 | Financial Planning, Personal Stories
I spent last weekend at the Greenbrier Resort, the location of my annual CEO Roundtable retreat this year. A historic landmark nestled in the Allegheny Mountain foothills near White Sulphur Springs, West Virginia, it offers horseback riding, skeet shooting and other...
by taaginc | Oct 29, 2013 | Budgeting, Financial Education, Financial Planning
One of the services we offer our clients is the opportunity for their children to meet with us to ensure they are starting off on the right track financially. As I explained to 600 high school girls at the Young Women Lead Conference two weeks ago, their generation...
by taaginc | Nov 7, 2012 | Financial Planning
As I type this blog I’m glued to CNN live election coverage. At 11:20pm, it appears that President Obama will remain in the White House. The Senate will be controlled by the Democrats, and the Republicans will hold the majority in the House. The close results...
by taaginc | Sep 12, 2012 | Behavioral Investing
If you had to guess, what would you think the returns are for the US and international stock markets for the year so far? Would you even expect them to be positive? In a meeting a few days ago, a client expressed surprise that every single stock fund in their...
by taaginc | Feb 29, 2012 | Financial Planning
The recent announcement of P&G’s decision to lay off 5,700 workers reminded me how vulnerable financial security can be. Even though our economy is recovering, many people are still afraid of losing their jobs. In January, my sister learned her company is laying...
