About Greg Patterson

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So far Greg Patterson has created 8 blog entries.

Ironman Insights: 3 principles to follow to achieve your next big goal

By |2021-10-07T10:19:27-07:00September 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]

Design thinking, reverse engineering, and other ways to achieve big goals

By |2021-07-19T15:34:08-07:00July 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 make [Read More]

How to think about inflation and investments

By |2021-06-28T18:44:06-07:00June 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]

Perspectives from a Midlife Male [podcast episode]

By |2021-05-17T15:32:55-07:00May 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 |2021-03-09T21:02:02-08:00March 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]

Gen X insurance: how to put proper midlife protections in place

By |2021-09-03T10:54:36-07:00December 21st, 2020|Blog, Business Owners, Financial planning tips and perspectives, Insurance, Personal Wealth|

If you're a Gen X-er, it’s likely your life is starting to look very different than it did in your early years when you were just beginning your career and starting a family.  Now you’ve made significant headway in your career, earn a higher income, and have amassed significantly more wealth. Your children may [Read More]

7 lessons from Ironman triathlons to make your Wealth & Life success easier

By |2020-10-03T18:14:35-07:00September 30th, 2020|Blog, General thoughts, Lifestyle, Personal Wealth, Staying the course|

Life is an endurance event.  What if the right clarity, plan and support made impossible goals possible? State what you want and play to your strengths. If you are committed and coachable, the limits are few.  I’ve experienced this firsthand on my journey of training and qualifying for the 2020 Kona Ironman Triathlon Championships [Read More]

Suffering from Peak Busyness? It may be time for a new plan

By |2021-02-10T11:31:21-08:00July 8th, 2020|Lifestyle, Business Owners, Personal Wealth|

Do you self-diagnose as having “Peak Busyness?” A common condition among successful business owners and leaders, this midlife ailment can sneak up on you and cause havoc. While not an actual medical syndrome (yet!), its symptoms may keep you from enjoying the life you have built, so it might be helpful to take a [Read More]

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