by taaginc | Jul 23, 2014 | Estate Planning, Financial Planning, Insurance Planning, Personal Stories
Dimensional Fund Advisors’ Real Estate Securities Portfolio is the fund we use to gain exposure to U.S. Real Estate, the best performing asset class in our portfolios so far this year, up more than 20%. The second largest holding in this fund is Public Storage, whose...
by taaginc | Oct 30, 2012 | Insurance Planning
Much of the news this week has been focused on Hurricane Sandy and the related damage up and down much of the Eastern part of our country. We’ve had several clients effected in various ways and our thoughts are with those of you directly or indirectly impacted...
by taaginc | Apr 5, 2010 | Healthcare & Wellness
Thinking about who will care for us as we age is similar to estate planning. It’s something we all know we should do, but it’s an easy topic to avoid. By planning ahead, you can help your family avoid the unnecessary angst in making decisions on your behalf and...
