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]
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]
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]
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]
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]
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 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]
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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© THE ADVISORY GROUP SAN FRANCISCO, LLC.
ALL RIGHTS RESERVED.
