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So far The Advisory Group has created 33 blog entries.

Q321 Quarterly Context Video

By |2021-10-21T16:40:59-07:00October 21st, 2021|Blog|

CEO Greg Patterson addresses these topics in this quarter’s Quarterly Context webinar: Inflation jumped, and is causing debate. Three times the level of volatility risk is projected to be required for the same level of return vs. 20 years ago. A survey outlining the increase in important plan features such as auto-enrollment and auto-escalation. [Read More]

Q420 Quarterly Context Video

By |2021-02-19T12:43:03-08:00January 21st, 2021|Blog|

Expected impact of a new administration in the Oval Office, Wall St. vs. Main St., stimulation-supported market returns defying the pandemic, almost surely unrepeatable 13.9% 10-year annualized US stock market return, what the yield curve is saying, COVID case patterns, investor actual returns vs. the markets (hint: emotional investing hurts), what % of stocks [Read More]

Q320 Quarterly Context Video

By |2020-10-16T15:21:57-07:00October 16th, 2020|General thoughts, In the news, Quarterly thoughts|

Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while stimulation is high from rates remaining addictively rock-bottom low. How long is the recession expected to last? What impact will elections have on markets, and what has the [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 |2020-04-25T09:25:02-07:00April 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]

Save (a bit) more in 2020 with new retirement plan contribution limits

By |2020-07-20T13:50:02-07:00November 8th, 2019|Financial planning tips and perspectives, In the news|

The IRS recently released the 2020 dollar limits for qualified retirement plan contributions, bumping up employees’ and owners’ ability to defer compensation and invest for their future. Because of low inflation, most of the common contribution levels increased by only $500, with defined contribution total dollar amounts (from employee and employer contributions combined) increasing [Read More]

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