TAAG has been talking money every week since 2009! Check out our latest insights and explore the wealth of the TAAG thought library.
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
I grew up in a family where work was almost our religion. My parents both worked outside the home and our evenings, weekends and summers were filled with farming, rehabbing houses, and taking care of rental properties, but Sunday was different. On Sundays we went to...read more
This Memorial Day week, I wanted to share a few things that have collected in my “blog file” that may not justify a whole blog individually but are still well worth sharing. Long Term Care Premiums on the Rise The long-term care insurance industry has experienced...read more
Picture this. A friend or family member has come to you for advice. They are struggling with a decision or a persistent problem that they aren’t sure how to handle. They lay out the issue, the options they are considering and the reasons they are conflicted. You...read more
(E+R=O, a Formula for Success by David R. Jones, is from the April 2018 edition of his Front Foot Advisor series.) David R. Jones brings 25 years of financial planning experience to his role as Vice President and Head of Financial Advisor Services in the UK and Europe...read more
‘Hi, It’s Amazon Calling. Here’s What We Don’t Like in Your City,’ in the Wall Street Journal last week featured Cincinnati as one of the cities that lost out on becoming Amazon’s second headquarters. While being eliminated was a disappointment, it served as a...read more
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...read more
On a typical morning in June of 2007, I was on my way to work. I lived in Northern Kentucky at the time and was making my way north across the Big Mac bridge when traffic suddenly backed up. I slammed on my brakes and managed to stop without rear-ending the car in...read more
(Dimensional Fund Advisors has shared an article written by Dave Goetsch originally published on their website on March 7, 2018 (https://us.dimensional.com/now-and-then). Dimensional Fund Advisors is a global investment manager dedicated to implementing the great...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!