by taaginc | Jul 25, 2012 | Investment Management
As mentioned in our July monthly letter, our financial planning software released a new version this week full of exciting updates. New functionality will improve our planning process by better integrating certain variables and placing a better framework around how...
by taaginc | Oct 26, 2011 | Behavioral Investing
(from Carl Richard’s New York Times’ Bucks blog, 10/17/2011 – click here for the original post. Carl is a Certified Financial Planner in Park City, Utah. His sketches are archived on the Bucks blog and on his personal Web site, www.BehaviorGap.com.)...