About Greg Patterson

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So far Greg Patterson has created 14 blog entries.

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]

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

By |2022-04-07T11:54:27-07:00December 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 advisory lessons from Ironman triathlons to make your Wealth & Life success easier

By |2022-04-06T12:20:57-07:00September 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 |2022-05-12T10:49:08-07:00July 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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