About Greg Patterson

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So far Greg Patterson has created 13 blog entries.

Amid market uncertainty, history helps you keep perspective

By |2022-04-24T20:22:46-07:00April 23rd, 2022|Blog|

Looking back on the first quarter, we think of the heart-wrenching situation that continues to unfold in Ukraine. The growing conflict has led to a shocking number of casualties, a profound humanitarian crisis, and historic sanctions imposed by Western powers on Russia. As the world grapples with the effects of inflation, high energy costs, [Read More]

Charitable giving: use financial planning to max your impact

By |2022-03-19T17:58:45-07:00March 11th, 2022|Blog|

Helping Ukraine is the primary focus of many right now, and you may be rushing to direct your charitable giving to the country and its people. You may also want to aid businesses, schools, and organizations trying to recover from COVID-19.  Maybe supporting weather-devastated areas razed from fires, earthquakes, and hurricanes is a top [Read More]

The periodic table of investment returns and your portfolio

By |2022-03-07T09:37:25-08:00February 27th, 2022|Blog, Business Owners, Investment Management, Investor behavior, Personal Wealth|

Whenever you hear about a winning stock or a soaring asset class, you may start to fear you are missing out on investment returns. Daily hype from the media or unsolicited advice from friends about ‘where to invest right now’ can make you question your investment choices, make bad decisions or leave you feeling [Read More]

Staying ahead of the game: how to keep the strong stock market from jeopardizing your life goals

By |2021-12-01T12:49:02-08:00November 11th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Investment Management, Personal Wealth|

Are you ahead of the game when it comes to achieving your financial independence? Has the unusually strong stock market boosted your wealth to the point where you think you could work less or stop working sooner than expected? Are you at a point where you are increasing your current or future lifestyle expectations? [Read More]

Why a market correction shouldn’t make you worry

By |2021-10-24T14:06:55-07:00October 24th, 2021|Blog, Fiduciary, Financial planning tips and perspectives, Investment Management, Investor behavior, Staying the course|

When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors.  But, should you be concerned?  After all, significant drops in the stock markets are fairly common, as are rebounds and new highs.  While market fundamentals [Read More]

Achieve your next big goal: 3 principles learned from qualifying for the Ironman World Championships at 50

By |2022-04-07T14:49:54-07:00September 9th, 2021|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

What is one of your big life goals? What’s a wild dream you’d like to achieve? When you're in the midst of peak busyness, you may feel you can't go after what you desire. Not true! As we head into the last few months of 2021, now is the perfect time to reflect on [Read More]

Achieving big goals through Design thinking, reverse engineering, and more

By |2022-04-09T09:59:37-07:00July 18th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

Recently, I had the opportunity to speak with Josh Dillingham the host of the Playing Injured podcast, a podcast focused on the stories of individuals who have excelled at navigating life's curveballs and persevering through adversity. In this conversation, I shared the lessons I have learned through training for Ironman triathlons that can help [Read More]

Inflation and your investments

By |2022-04-07T14:33:09-07:00June 20th, 2021|Blog, Financial planning tips and perspectives, In the news, Institutional, Personal Wealth, Staying the course|

There has been a lot of talk lately about inflation, in great part because inflation has been so low for so long, but recently had a small spike. Unfortunately, when inflation is low, investors tend to forget it is a “sleeper risk,” gradually eroding their purchasing power and lowering after-inflation returns. Below are thoughts [Read More]

Identifying and achieving goals: Perspectives from a Midlife Male [podcast episode]

By |2022-04-06T12:37:40-07:00May 7th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life?  That’s what Greg Scheinman, host of The Midlife Male podcast delivers through candid, in-depth conversations with "Midlife Male" CEO's, entrepreneurs and innovators in business, fitness, and hospitality.  Recently, I had the opportunity to be a guest on Greg’s podcast. [Read More]

Mutual fund proxy voting: what it is, what’s new, and who votes

By |2022-04-09T09:50:20-07:00March 8th, 2021|Blog, Fiduciary, Institutional, Personal Wealth|

Mutual fund proxy voting may be one of the least scintillating topics we write about here at The Advisory Group.  It is, however, a topic about which retirement plan fiduciaries need to stay apprised.  We also receive the occasional question from our personal wealth and foundation or endowment clients, so we thought we’d demystify [Read More]

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