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That Was Fast!

On October 1st thirty years ago, TAAG began when a 28-year-old Cincinnati newcomer became a self-employed Certified Financial Planner. No one really knew what a CFP® was back then, which was obvious when I told people what I was doing, and especially when I submitted...

Other Duties as Assigned

In my first job out of college, as in most, it was common to be asked to carry out tasks that weren’t necessarily part of the job description.  My manager at the time would often remark, somewhat tongue-in-cheek, that the last line of that description was, “other...

Help People, Work Your Mind & Warm Your Heart

We often have clients ask us to share what we’re hearing from others in terms of how they’re reaching out, staying active and helping others.  The ways in which our clients, their friends, families, neighbors and loved ones give back is seemingly endless,...

Happy New Year!

“Going down this checklist, it’s evident that the factors that have been most positive over the past couple of years are diminishing or highly uncertain. And the rest, although they may be beneficial in the very short run, don’t hold much promise for next year as a...

Merry Christmas & Happy Holidays!

TAAG’s offices will be closed today and tomorrow as the team takes a few days off to enjoy Christmas with our families. All of us at TAAG want to pass along our sincerest gratitude to our clients for another great year working together to make the best possible...