TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
When it comes to personal finance, the single most influential factor to your success is how much you spend. It affects funding long-term goals like retirement and college, it informs how much emergency savings you should have, it influences how much insurance you...read more
(from Dimensional Fund Advisors’ Outside the Flags blog by Jim Parker dated July 2018. Jim is a Vice President with DFA, leading the communications and marketing team in the firms’ Australian office.) The path to success in many areas of life is paved with...read more
This October TAAG will celebrate its 30th anniversary, which means our first clients who came to us for help with early retirement packages are now navigating their 70’s and 80’s, and those who were saving for their kids’ college educations are looking at Medigap...read more
Earlier this year, I wrote a blog about a program I’ve been following* to help meet some health & fitness goals. As I’m a little more than halfway through the program, I have found many of the daily lessons to have applications to many facets of life, including...read more
Money is power. Money is the root of all evil. Money is freedom. Money is security. Money is complicated. Money can’t buy happiness. If you have used one of these statements before, you may have employed what is known as a money myth. A money myth is an idea we...read more
From Dr. Shlomo Benartzi’s article in Journal Reports: Wealth Management section of the Wall Street Journal on June 10, 2018. Appeared in the June 11, 2018, print edition. Click here for the original article. Dr. Benartzi (@shlomobenartzi) is a professor and...read more
Global equity returns were excellent in 2017. Inflation remained low as central banks like the U.S. Federal Reserve and Bank of England increased borrowing costs only gradually. The economy showed renewed strength in Europe, Japan and many developing nations which...read more
A recent article published by Charles Schwab caught my attention. The basic premise was that the average American is now living 8,000 days, just shy of 22 years, past the age of 60 and that this presents all kinds of challenges and opportunities in our role as...read more
Do you know what you own in your 401(k)? I’m not a gambler, but I think it’s safe to bet that most of us don’t. At some point we were given a list of investments from which to choose. Maybe you kept the default option your employer chose, maybe you chose funds with...read more
(From Dr. Derek Horstmeyer’s article in the Journal Reports: Funds & ETFs section of the Wall Street Journal on June 4, 2018. Click here for the original article. Dr. Horstmeyer is an assistant professor of finance at George Mason University’s Business School in...read more
Disclaimer: The financial planning information discussed within this blog is meant to offer general thoughts and shouldn’t be taken as individual advice, but we’d love to meet with you and answer your specific questions!