Managing a 401(k) plan for your employees is a crucial responsibility. It can significantly impact your team’s financial future and your company’s ability to attract and retain top talent. A reliable and proactive 401(k) plan advisor plays a vital role in ensuring your retirement plan is effective, compliant, and aligned with both your company's [Read More]
8 key indicators to know if you’ve outgrown your investment professional or never really had an endowment advisor Endowment funds serve as critical financial resources for non-profit institutions such as foundations and universities, providing long-term stability and growth of funding to support their missions. Managing an endowment fund requires a delicate balance between protecting [Read More]
Imagine a tug-of-war, but instead of ropes, it's financial priorities. On one side, there's the immediate pressure of rent, car payments, groceries, and childcare. On the other, a secure and comfortable retirement down the line. For many employees, the future often loses this battle. A company-sponsored 401(k) plan can be a win-win scenario for [Read More]
Endowment fiduciaries are amazing people, sharing their time, and often financial resources, for the benefit of a larger goal for their communities. Many endowment committees of funds under $100 million, and especially under $50 million, however, are not fully optimizing their outcomes. This can be due to gaps in their fiduciary, spending policy or [Read More]
News vs. noise Inflation is coming down, but stubbornly. Economists see the chance of some level of recession increasing; could that be a good thing? Low unemployment and low consumer confidence don't usually happen at the same time, but inflation dynamics partly explain why. Cash and crypto showed unusual risks at different ends of [Read More]
If you aren’t asking the right questions, you won’t get the best answers. When you change the questions you ask yourself and your financial advisors, you can change your life. And the financial dimension of your life is no exception. Use the following 10 questions to help clarify your direction, establish meaningful milestones, and [Read More]
Answers to common endowment questions Endowments are a powerful tool for non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries and fundraisers often benefit from improving their understanding about what endowments are and are not, how to guide donors around unintended consequences, and how to frame a win-win-win value proposition [Read More]
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]
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]
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]
The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been true fiduciaries since the beginning.
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