stock market – TAG Financial Solutions

Why DIY Investment Management Is Such a Risk

Posted on July 22, 2019 by Todd A. Gaswick

Paying attention to the wrong things becomes all too easy. If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments […]

Do Our Biases Affect Our Financial Choices?

Posted on July 8, 2019 by Todd A. Gaswick

Values can help determine goals & a clear purpose. Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes from money and grows up knowing they can expect a sizable inheritance, that child may look at family […]