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So far The Advisory Group has created 62 blog entries.

Lessons from SVB’s and First Republic Bank’s failures: protect your wealth with a fiduciary

By |2023-08-08T13:39:15-07:00August 8th, 2023|Blog, Fiduciary, Investment Management, Personal Wealth|

When two of the Bay Area’s largest banks fail within a few months of each other, people take notice. Stories of Silicon Valley Bank (SVB) and First Republic Bank collapsing shook the financial world, along with investor confidence. Both of the forced closures drew superlatives like “second-largest in history” and “largest since 2008”. Much [Read More]

What really matters in the economy and markets from the second quarter of 2023

By |2023-08-03T09:17:01-07:00August 3rd, 2023|Blog|

News vs. noise The market continues to push forward despite uncertainties, recession and rate questions still loom, we may now be in a new bull market, endowment bucket strategies, short-term investment dynamics… all of that is causing markets continue to defy the pandemic, but diversification still matters. That and more in this quarter’s Quarterly [Read More]

Wealth Management For Business Owners: 7 ways to protect personal wealth

By |2023-11-14T16:09:28-08:00May 23rd, 2023|Blog, Business Owners, Personal Wealth|

Calling the shots, forging your own path, limitless earning potential—these are the unique joys of being a business owner. But what about the challenges? When you’re laser-focused on business growth (and all the spinning plates that go along with it) personal wealth management may fall to the back burner. As financial advisors to many [Read More]

Why boutique wealth management firms may be a better fit for you

By |2023-11-14T16:11:04-08:00May 8th, 2023|Blog, Business Owners, Fiduciary, Financial planning tips and perspectives, Investment Management, Personal Wealth|

With organizations like Silicon Valley Bank and First Republic collapsing, their wealth management divisions will likely struggle, if not disappear, either by force or by talent flight. Smaller, longstanding wealth management firms will likely end up being more reliable.  And, some boutique players also have business models that are fully aligned with their clients, [Read More]

Your investment plan and positive signs for 2023

By |2023-11-14T16:14:59-08:00January 26th, 2023|Blog|

This past year was a reminder that it is much easier to stick with your investment plan when financial markets act as expected, when annual returns are within range, or better than anticipated, and market volatility is low. 2022 was far from easy Instead, 2022 was a test of discipline and patience, and a [Read More]

Q4 2022 Quarterly Context Video

By |2023-01-26T20:28:59-08:00January 25th, 2023|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). [Read More]

How the Secure Act 2.0 may impact your retirement savings

By |2023-04-06T18:44:58-07:00January 23rd, 2023|Blog|

Where business owners and leaders can benefit The Secure Act 2.0 is now law. And chances are, this $1.7 trillion dollar legislation will mean major changes to your retirement plan- in a good way! We’ve summarized some key provisions of the legislation that may affect you as you plan ahead and save for retirement.  [Read More]

Keep retirement momentum: how to recession proof your portfolio

By |2023-11-14T16:16:58-08:00November 21st, 2022|Blog, Financial planning tips and perspectives, Investment Management, Investor behavior, Personal Wealth|

Recession security through preparation Though it’s still being debated whether or not we’re in an official recession, it is smart to be prepared for whatever may come, since we have no control on the economic circumstances that could be ahead. But what exactly should this preparation look like? The good news is there’s still [Read More]

Recessions and your financial plan

By |2023-11-05T15:32:16-08:00October 22nd, 2022|Blog|

The threat of a recession continues to be one of the most pressing concerns for investors. Inflation has proved hard to restrain, and the Federal Reserve continues to raise interest rates. Disagreement on recession likelihood Whether the U.S. will fall into a recession is still uncertain, and a subject of debate amongst experts. According [Read More]

Q3 2022 Quarterly Context Video

By |2022-10-20T16:32:55-07:00October 20th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do [Read More]

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