TABER Asset Management

10/16/2026

AI is capable of doing quite a lot, but it can’t (and shouldn’t) do everything. A trusted financial advisor can give you personalized advice that fits your finances. Link in the comments.

10/14/2026

The Fed is raising interest rates again, the national debt keeps climbing, and AI is reshaping the stock market.

What does any of that mean for your money?

In this episode of Finerate, we’ll work through the big economic questions people are asking right now, in plain English.

Whether you've been nodding along to financial headlines without fully following them, or you're wondering what rates, debt, and AI mean for your own plan, this episode offers a grounded, judgment-free look from two financial professionals who have seen plenty of "this time it's different."

Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast. Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between...

10/12/2026

So, what does it look like to work with us?

For investment management, you choose how often we connect: quarterly, twice a year, or annually. Phone, Zoom, or email, whatever fits your preference. And when a question comes up between meetings, you can reach out.

For financial planning, we typically meet three or four times over a few months. We focus on the areas that matter to you, then deliver a written plan with analysis and recommendations tailored to your situation.

From there, we stay involved as much as your circumstances call for, reviewing the plan and making adjustments when things change.

If this sounds like the kind of partnership you’ve been looking for, we’d be happy to meet with you. Get in touch today: https://www.taberasset.com/contact

10/07/2026

Why do we make the financial decisions we do?

Sometimes the answer goes back to what we learned about money as children.

Listen in as we discuss four common money beliefs, how those beliefs can show up in adulthood, and what it takes to change them.

🎧 https://www.taberasset.com/podcast-1/episode/2a64989b/the-4-money-beliefs-that-may-rule-your-life

10/05/2026

When people hear “asset protection,” their thoughts usually jump straight to lawsuits. But for families with significant wealth, the risks can be broader.

Business liabilities, creditor claims, divorce, professional liability, and real estate ownership can all affect how assets should be structured.

There isn’t one structure that solves every problem. The right approach depends on what you own, how you own it, and what risks you face.

That’s why asset protection conversations should happen early on, before a problem arises.

09/30/2026

Do you really need to check the markets every day to be responsible with your money?

🎧 In this episode of Finerate, we take on the constant pull of financial news and dig into what is truly decision-relevant, why financial media is often structured to provoke a reaction rather than inform a financial decision, and what a sustainable, realistic "news diet" looks like in practice.

If you check the markets daily out of habit, feel guilty when you don't, or want a healthier relationship with financial news, this episode offers a CFP®'s and investment advisor's take on what actually deserves your attention.

Finerate is a financial education community for people who are ready to move from financial anxiety to financial confidence - and this is our podcast. Hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 45 year investment advisor, Finerate explores the psychology of money, the gap between...

09/28/2026

Your 401(k) can be a great place to build retirement savings, but what happens to it when you change jobs?

That’s where things can get a little more complicated.

After leaving, you may have several choices, including keeping the money in the former employer’s plan, moving it to a new employer’s plan, or rolling it into an IRA.

A rollover can open the door to a broader range of investment options, but it isn’t automatically the right move for everyone. Fees, investment choices, tax considerations, creditor protections, and your overall retirement strategy all deserve a look before making a decision.

If you’d like help evaluating your accounts and how they fit into your broader financial picture, reach out to our team today: https://www.taberasset.com/contact

09/25/2026

Women often face different financial realities in retirement. Here are 3 priorities to consider as you plan for the future. Link in the comments.

By Anastasia Taber, CFP®Women face some financial challenges in retirement that, on average, affect them differently than men. Although women have made significant gains in education and the workforce, an earnings gap remains. Recent Pew Research Center data show that women continue to earn less th...

09/23/2026

In this episode, we explore the latest AI developments and what they mean for the future. Join us as we delve into:

→ The newest advancements in AI since our last episode
→ Emerging AI technologies on the horizon
→ The risks and societal implications of increased AI adoption
→ Essential insights for investors navigating the AI landscape
→ Crucial information for workers adapting to AI-driven changes

Tune in to stay informed about the AI revolution and its impact on our world: https://www.taberasset.com/podcast-1/episode/34d5896f/navigating-the-ai-revolution-insights-for-investors-and-workers-part-one

09/21/2026

They say that knowledge is power, and when it comes to your finances, we couldn’t agree more.

You don’t need to become a financial expert, but understanding the basics can make a big difference in the decisions you make.

Learn how your investments work. Understand the tax implications of different financial decisions. Know where your money is going and why you’re making the choices you are.

There are plenty of ways to keep learning. Read a book, listen to a financial podcast (like FINerate), take a course, or follow trusted sources that help explain financial topics in a way that makes sense to you.

The more you understand about your finances, the more involved you can be in the decisions that shape your financial future.