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So far The Advisory Group has created 18 blog entries.

ERISA Fiduciary Duty: Who is minding your retirement plan?

By |2022-08-31T13:47:51-07:00August 31st, 2022|Blog, Fiduciary, Institutional|

Many fiduciaries are clear that a fiduciary duty is the highest standard of care under the law. Fiduciaries to an Employee Retirement Income Security Act (ERISA) qualified plan are legally obligated to put the participants' interests ahead of their own when making decisions about the plan. After the rise and fall of the Department [Read More]

Q421 Quarterly Context Video

By |2022-01-27T19:17:37-08:00January 25th, 2022|Blog|

Higher inflation is showing persistence but isn’t unexpected, markets are mixed, the omicron variant is making some investors nervous, updated 10-year stock and bond projected returns. That and more in this quarter’s Quarterly Context webinar recording. Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused [Read More]

The CARES Act: help for individuals and small businesses

By |2020-04-25T09:22:00-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, In the news|

  As we adjust to the effects of COVID-19 in our lives, we wanted to provide some information for individuals and small businesses about the stimulus package passed by Congress on March 27th  The Coronavirus Aid, Relief and Economic Security (CARES) Act, as well as previously announced tax filing relief, should help with business [Read More]

CARES Act helps your business: relief for your retirement plan participants

By |2022-04-07T10:42:02-07:00April 1st, 2020|Fiduciary, In the news|

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020, and includes provisions to assist retirement plan participants impacted by the COVID-19 pandemic.  For plan sponsors and their participants, this Act can provide essential financial help to many employees. The new law provides distribution and loan relief [Read More]

Video: Market and investor behavior perspectives related to the coronavirus

By |2020-07-20T13:28:45-07:00March 25th, 2020|Investor behavior, In the news, Staying the course|

Gain perspective about the confluence of events affecting the markets, including the coronavirus. What are the drivers of current volatility? Where do markets and diversified portfolios stand now? How does this market compare to the many volatile markets in the past? See how bad markets have strong recoveries. See why panic is not an [Read More]

Markets react to coronavirus: how to weather the challenges ahead

By |2020-07-20T13:31:37-07:00March 16th, 2020|Uncategorized, In the news, Staying the course|

It was a very a difficult week. As the uncertain trajectory of COVID-19 upsets both public health systems and financial markets, we see how dramatically unexpected events can affect us. Coronavirus and its economic fallout, coupled with the Saudi/Russia oil tension, have created a unique mix of anxiety that makes markets particularly volatile. We cannot know, [Read More]

The SECURE Act: What individuals, business owners and retirement plan sponsors need to know

By |2020-07-24T14:55:50-07:00December 29th, 2019|Blog, Fiduciary, In the news, Personal Wealth|

Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan.  Individuals have additional opportunities to grow their retirement savings.  Signed in to law by the President on December 20, 2019, The SECURE Act (‘Setting Every Community Up for Retirement Enhancement”) brings the most significant pension reform in more [Read More]

What is the yield curve, and what does it mean when it becomes inverted?

By |2022-04-09T09:29:15-07:00October 28th, 2019|General thoughts, In the news|

In the past several months, something unusual has happened to bond yields, something that had not happened since 2007: the yield curve inverted. What is a yield curve? What is the yield curve, and why is it noteworthy when it becomes inverted? Typically, an investor expects to be paid more to tie up his [Read More]

2 Strategies to Reduce Taxes That You May Not Have Considered

By |2022-09-05T19:07:40-07:00September 30th, 2019|Blog, Fiduciary, Personal Wealth|

  With high incomes and appreciated portfolios, many of our clients around the Bay Area seek relief from paying a large sum to Uncle Sam. Identifying tax minimization opportunities can be difficult as your income and account balances increase; however, there are a few ways you can keep more of what you make.  Here [Read More]

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