Insights & Observations

Stay Informed

As a business owner you’re busy creating your own success. To help you stay informed we share our insights and observations regularly through our blog. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.

  • Work from home COVID-19

    6 work from home tips we’ve learned so far

    With the shelter-in-place in effect in Northern California since last Tuesday, many of our clients, colleagues, friends and family members have had to make the shift from going to the office to working from home. At The Advisory Group, we are well set up to operate as a virtual office while continuing to deliver our… [Read More]

    How we’re thinking about coronavirus

    The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in the brain to minimize risk. More often than not, people over-react to potential risks. But sometimes the reaction is warranted. Regarding coronavirus, it is too soon to tell how… [Read More]

    Q419 Quarterly Context Video

    What should you be training your brain to do now, given the longest bull-market ever? What are people doing with their better physical state later in life? Where are we in the business cycle now? What is the “Fed pivot” and how are market returns projections changing for the next 10 years? What does “growth… [Read More]

    Create your own Blue Dot to experience Blue Zone benefits

    What if you had the recipe of life choices that could help you live longer, healthier, and happier? That is exactly what studies show happens in “Blue Zones,” parts of the world with unusually high numbers of happy centenarians. If you don’t live in a Blue Zone, you do not have to move.  You can… [Read More]

    Business books for your mind and your shelf

    3 books we like for business owners

    What are you going to read (or listen to) next? If you own a business and you have not read these three books, we highly recommend each one. Whether you want to form new habits, create systems in your business, or preserve what’s meaningful to you, you can find answers in these books. 1. Atomic… [Read More]

    Remodeled office space at The Advisory Group of San Francisco

    An evening of celebration at The Advisory Group of San Francisco

    Thank you to everyone who joined us at our Open House on November 14th.  We were excited to see you! We hosted this 20th Anniversary event to celebrate The Advisory Group’s past and future:  Our Past: Our roots began as an industry pioneer that believed client interests should always come first, as one of the… [Read More]

    Few economic indicators affect daily lives and markets as directly as interest rates

    The Federal Open Market Committee lowers the target rate when economic stimulus is needed, and raises it to limit inflation and avoid overheating as the economy expands.  In the decade after the Great Recession, rate concerns faded. The Fed’s target rate hit 0% in late 2008 and was 0% for 7 years.  Low rates became the… [Read More]

    Q218 Quarterly Context Video

    Parallels in financial behavior to new research (e.g. poor soccer goalie decisions, premature sports coach firings, the “IKEA effect”), how misperceptions about aging causes saving and spending pitfalls (and what 401k fiduciaries can do about it), wages are increasing but not much vs. inflation, interest rates are rising and implying shifting risks, foundation/endowment spending statistics… [Read More]

    Q2-2018 Market Review

    Summer months are typically a quiet time for the markets. Recent events, however, may disrupt this tradition. Threats of escalating trade wars have cast a pall over equities, and numerous geopolitical uncertainties continue to push investors toward a more cautious stance. A desynchronization in global growth as well as a divergence in central banks’ monetary policies… [Read More]

    Q118 Quarterly Context Video

    Market volatility is back, markets have extended rises and “flat” periods, a new periodic table of returns using sectors, discipline matters: missing the best 30 market days in the last 50 years resulted in a 40% lower return, research shows a big gap between what people think they need to save and how much they… [Read More]

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