by taaginc | Apr 6, 2016 | Behavioral Investing, Investment Management
In a recent meeting, a client on the east coast shared that he had prepared for this past winter by purchasing a snow blower and heated gutters as a reaction to a punishing 2014-2015 winter season. How was he rewarded for his preparation? By barely putting either to...
by taaginc | Jun 3, 2015 | Behavioral Investing, Investment Management
“Sources close to the story that don’t wish to be identified for this report tell us that, as early as today, the sky might turn green.” Of course, it won’t. But that’s not the point. I got the sensational headline out there first. I win. If I turn out to be...
by taaginc | Oct 8, 2014 | Behavioral Investing, Financial Education, Investment Management
(from Dan Solin’s Huffington Post blog on September 2, 2014. Click here for the original article. Dan Solin is the director of investor advocacy for the BAM ALLIANCE and a wealth adviser with Buckingham Asset Management. He is a New York Times best-selling...
by taaginc | Jul 30, 2014 | Behavioral Investing, Personal Stories
I spent last weekend surrounded by the happy chaos of a family reunion. Thirty-four of us hung out together for two and a half days, and 20 people (ages 1 – 80) spent two nights at our house spread out in sleeping bags, beds and couches. We ate too much,...
by taaginc | Jul 9, 2014 | Behavioral Investing, Personal Stories
Each year my husband’s family comes together from Texas, Ohio, New Jersey, Georgia and Florida over the July 4th holiday to reconnect with one another. Everyone from my 80 year-old in-laws to our 8 year old nephew spent time together at the beach over the past...
