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Improving the Planning Process

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...

TAAG’s New Home

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...

Lessons from Pa

This time of year, I often think of the carefree summers I enjoyed as a child.  I spent the first 13 years of my life in Newark, Ohio, before moving to Cincinnati.  My father is from Akron and most years my sister and I would spend at least a week at my grandparent’s...