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So far The Advisory Group has created 97 blog entries.

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

By |2020-12-23T13:50:05-08:00December 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]

What California homeowners need to know about Proposition 19

By |2020-12-12T16:10:56-08:00December 12th, 2020|Blog|

On election day, the narrow passage of Proposition 19 in California brought good news for some homeowners.  The new law allows homeowners who are over 55, or disabled, or victims of wildfires or other disasters to transfer the tax base of their primary residence to a replacement residence.  This expands on the [Read More]

What retirement plan sponsors need to know for 2021

By |2020-11-13T10:29:45-08:00November 7th, 2020|Blog, Fiduciary, Institutional|

Safe harbor retirement plan for 2021 Now is the time to take action if you wish to implement a new safe harbor 401(k) plan or make changes to your existing safe harbor structure for 2021.  To satisfy the participant notice requirements, companies should install or amend calendar-year plans by the end of November.  If [Read More]

What is a Midlife Gap Year and where do I sign up?

By |2020-10-30T15:17:17-07:00October 30th, 2020|Blog|

Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners and leaders in the middle stages of their lives. The unrelenting time demands of work, raising a family, and nearing closer to your retirement horizon can easily lead to workplace burnout and/or personal dissatisfaction. Combine these stressors with [Read More]

How tax policy may change with the election

By |2020-09-21T09:56:50-07:00September 17th, 2020|Blog, Business Owners, Financial planning tips and perspectives, In the news, Personal Wealth|

The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based on educated guesses about how tax policy may change once the election is behind us.  However, it does make sense to consider how changes may affect your planning [Read More]

What retirement plan sponsors need to know about ESG investing and private equity

By |2020-08-17T12:38:50-07:00August 16th, 2020|Blog, Institutional|

Do you, or do you want to, offer Environmental, Social and Corporate Governance (ESG) investment options in your qualified retirement plan?  What about riskier private equity options?  Here’s what’s on the Department of Labor (DOL)’s radar when it comes to both. Environmental, Social and Corporate Governance (ESG) investing While participant and plan sponsor interest [Read More]

Should you hire your kids in your business?

By |2020-08-17T12:40:53-07:00August 10th, 2020|Blog, Business Owners, Personal Wealth|

You may be seeing a lot of your kids these days, and you may continue to as you navigate the hybrid solutions of “back-to-school” this year.  For many business owners during this pandemic, balancing the new family dynamics with unexpected business challenges has been difficult.  While not for every business, one solution to ease [Read More]

The stock market is not the economy

By |2020-08-05T11:13:11-07:00July 31st, 2020|Blog, Investment Management, Quarterly thoughts, Staying the course|

The common phrase that “the stock market is not the economy” now seems more relevant than ever. Many are perplexed about the resilience of the stock market, despite ongoing coronavirus and economic concerns, after Q1 2020’s 21% drop and Q2’s big bounce-back of 22% (Russell 3000). The market is up 41% from the March [Read More]

Q220 Quarterly Context Video

By |2020-07-25T06:33:22-07:00July 22nd, 2020|General thoughts, In the news, Quarterly thoughts|

Where is the space between what matters and what you can control? How much did the market bounce back after the tough first coronavirus quarter? How is the disconnect between the weak economy and the market rebounding? What is the danger of over-confidence? Spending is down, savings are up. Will the coronavirus economy look more [Read More]

An opportunity within a crisis within a crisis within a crisis

By |2020-07-25T06:32:53-07:00June 11th, 2020|Blog, General thoughts|

In this time of national stress, the global coronavirus pandemic and the economy have taken a back seat to the centuries-old and often ignored and re-opened wounds of the Black community. Individuals, companies and other institutions have a new opportunity to listen and create a better path. We stand in support of equality and dignity [Read More]

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