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So far The Advisory Group has created 38 blog entries.

Money and happiness: a multi-dimensional look at how finances and positive emotion interact

By |2022-08-09T20:13:13-07:00July 29th, 2022|Blog|

We’re all aware of the phrase “money can’t buy happiness.” But how much weight does it really hold? After all, our finances play a pivotal role in how we’re able to provide for ourselves, our families, and our communities. Money clearly doesn’t solve every problem. Many of our relationships are priceless. And no matter [Read More]

Recession outlook: consumer sentiment, inflation, and unemployment

By |2022-07-22T14:22:34-07:00July 22nd, 2022|Blog, In the news, Investment Management, Investor behavior, Personal Wealth|

The recession question Will there be a recession? Are we in a recession already?  The most pressing questions for investors for the second half of 2022 center around the prospect of a recession. To assess these matters, we must look to what Shakespeare called “the root of all heartache,” namely: expectations. “Expectation is the [Read More]

What to do in a volatile market: Should I sell my stock?

By |2022-07-25T14:53:44-07:00June 30th, 2022|Blog, Investment Management, Investor behavior, Personal Wealth, Staying the course|

The stock market has been anything but stable recently. And unsurprisingly, that usually means our emotions haven’t been either. Financial freedom is tied to market performance, and when you start hearing about “down markets” or “recessions,” one question tends to come up in our nervous brains… Should I sell my stock? At its face it [Read More]

Take a career break, push past limiting beliefs & more: inspiration for reaching your goals

By |2022-09-05T20:00:29-07:00December 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

Providing our insights, observations and advice on issues midlife business owners and Gen X professionals encounter at this busy stage of life is a core part of the conversations we have with clients, prospective clients and interested followers. Throughout 2021, our CEO Greg Patterson and COO Lisette Smith, CFP® expanded beyond financial planning, investments, [Read More]

Q221 Quarterly Context Video

By |2021-08-12T15:55:05-07:00July 28th, 2021|Blog|

What are investor expectations about market returns moving forward, and why they are unreasonably high relative to the expectations of financial professionals? What does a recent study show about financial lessons learned from the pandemic? How is the fed changing its stimulation plans? CEO Greg Patterson answers those questions in this quarter’s Quarterly Context [Read More]

Proposition 19: What California homeowners need to know

By |2022-04-07T10:35:08-07:00December 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, 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 current [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]

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]

Department of Labor on ESG and private equity investing options for defined benefit plans

By |2022-04-07T13:33:32-07:00August 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]

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]

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