TABER Asset Management

06/22/2026

Summer tip: Go paperless!

Financial statements, utility bills, and credit card invoices often pile up on counters and create clutter.

Instead, enroll in paperless delivery for your accounts. You'll reduce paper waste, clear physical clutter, and have everything accessible online when you need it.

Use a password management tool to keep track of login credentials in one place. It's faster than digging through files (and safer than reusing the same password across multiple accounts).

Less paper. Less mess.

06/21/2026

This Father’s Day, we are celebrating the dads, granddads, and father figures who have been there for us every step of the way. The lessons taught and the memories made will follow us wherever life takes us.

Whether you are celebrating at a cookout, with family, or in your own quiet space, we hope you enjoy your day. Happy Father’s Day!

06/19/2026

What kind of inheritance are you leaving behind? Explore strategies for passing down wealth to your children.

06/17/2026

Is America on the decline, and what does that mean for your financial future?

Whether you're curious about global economics or just want to better prepare for the future, this episode offers practical insights inspired by one of the world's most respected financial minds.

🎙️ https://www.taberasset.com/podcast-1/episode/1fc7f86b/what-history-teaches-us-about-the-future-of-the-us-economy

06/15/2026

Net worth often gets all the attention, but cash flow is what determines whether you can cover your bills or not.

We've seen clients with seven-figure balance sheets who can't cover a $10,000 emergency without disrupting their entire financial plan. Their wealth exists in retirement accounts they can't touch without penalties, real estate that takes months to sell, or a business they can't liquidate.

Three questions matter more than your net worth number:

1. Can you cover six months of expenses if income stops?
2. Can you handle a $25,000 surprise without selling investments?
3. Does your monthly income comfortably exceed your spending?

Wealth that's inaccessible when you need it creates stress, not stability.

06/10/2026

What does AI actually mean for your financial life?

We tackle that question in our latest podcast episode: a two-part series on artificial intelligence and what we're seeing from a financial planning perspective. Part 1 breaks down what's happening with AI right now, separates the hype from reality, and shares our biggest takeaways.

We're not AI experts. We're financial professionals making sense of what we're seeing through our work and experience.

Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, t...

06/08/2026

Market volatility requires perspective, not action.

Since 1950, the S&P 500 has experienced a 10% correction nearly every year. Despite that, the index has delivered average annual returns around 10% over the same period.

Volatility and growth coexist. You don't get one without the other.

At TABER Asset Management, we build portfolios designed to weather volatility without requiring you to make emotional decisions during market stress. If recent market movement has you questioning your plan, let's review it together.

Schedule a 15-minute intro call online or reach out at 515-557-1860 or [email protected].

06/03/2026

Are you engaged, newly married, or planning for the future?

This episode can help you prepare for a successful marriage with practical tips and professional advice.

We'll discuss:

-> The most common areas of conflict in marriage and how to address them early
-> Key questions couples should ask each other before getting married
-> How to improve communication and navigate financial differences
-> Steps to grow together emotionally and spiritually as a couple

Don't forget to subscribe and leave a review (it helps others find the show)!

🎙️ https://www.taberasset.com/podcast-1/episode/271600af/finances-and-forever-building-a-strong-foundation-for-marriage-with-rev-dr-scott-paczkowski

06/01/2026

Financial planning for women often comes with unique challenges. With so many responsibilities on your plate, it can be easy to feel overwhelmed and push your finances to the back burner.

The good news: small, intentional steps can still create real progress toward your goals.

At Taber Asset Management, our team is standing by, ready to help you set a clear budget, reduce debt, invest consistently, and build a retirement plan around your needs.

Let’s work together to strengthen your financial foundation and move toward long-term independence: https://calendly.com/billtaber/15min?month=2026-05

05/27/2026

Social comparison has always been part of human nature. But financial social comparison in 2026 is a different beast.

TikTok has entire subcultures built around money. Algorithms are engineered to show you exactly what makes you feel behind. The explosion of AI-generated content will make the problem worse, not better.

This influences more people to make financial decisions based on what they think others are doing, without considering the consequences.

In this episode, Anastasia and Bill dig into the psychology and financial reality behind social comparison. Originally recorded in 2024 and more relevant than ever.

Creating Wealth brings you information and clarity to the world of investing and personal finance with your hosts, Anastasia Taber, CERTIFIED FINANCIAL PLANNER™, and Bill Taber, an investment advisor with over 40 years experience. The father-daughter pair answers your questions on how to invest, t...