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So far The Advisory Group has created 62 blog entries.

ERISA Fiduciary Duty: Who is minding your retirement plan?

By |2023-11-14T16:21:51-08:00August 31st, 2022|Blog, Fiduciary, Institutional|

Many fiduciaries are clear that a fiduciary duty is the highest standard of care under the law. Fiduciaries to an Employee Retirement Income Security Act (ERISA) qualified plan are legally obligated to put the participants' interests ahead of their own when making decisions about the plan. After the rise and fall of the Department [Read More]

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

By |2023-11-14T16:24:13-08:00July 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]

Q2 2022 Quarterly Context Video

By |2024-01-29T12:18:27-08:00July 25th, 2022|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts, In the news, Institutional, Investment Management, Investor behavior, Lifestyle, Personal Wealth, Quarterly thoughts|

Inflation remains high, rates are up, stock and bond markets are down, and recession worries are increasing. However there are some positive signs, and medium-long-term returns remain strong. How did we get here and what’s next? We’ll also cover the important difference between investing and speculating, and how understanding a buyer’s strike can improve [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 |2022-11-17T13:39:25-08:00June 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 [Read More]

The Gen X dilemma (part 1): how do you financially prepare and launch your children?

By |2023-11-15T16:52:22-08:00April 30th, 2022|Blog, Financial planning tips and perspectives, General thoughts, Personal Wealth|

Gen Xers are caught in quite the pickle. You’re sandwiched between your aging parents and restless teenagers, and feel the financial pressure from both sides. You want to help, but feel uncertain of where to start. So what do you do? In this article, we’re going to focus on how to prepare and [Read More]

Q122 Quarterly Context Video

By |2022-04-25T10:00:32-07:00April 25th, 2022|Blog, Financial planning tips and perspectives, In the news, Investment Management, Investor behavior, Lifestyle, Quarterly thoughts|

The Ukraine/Russia conflict and the world’s response is affecting markets, inflation remains higher and rising, the Fed raised and plans to raise rates further, the yield curve is trying to tell us something about the economy, gambling risks are far higher than investing, what the stink-eye effect on your portfolio might be… Watch to [Read More]

Second homes: what to consider before you buy

By |2024-02-19T15:59:26-08:00March 19th, 2022|Blog|

Did the pandemic cause a bit of cabin fever?  If so, you’re not alone. Ideas of buying a second home grew in popularity alongside desires for changes in scenery and new work-from-home norms. But like your first home, the purchase of a second deserves its due diligence. That’s because it’s not always a fiscally [Read More]

Q421 Quarterly Context Video

By |2022-01-27T19:17:37-08:00January 25th, 2022|Blog|

Higher inflation is showing persistence but isn’t unexpected, markets are mixed, the omicron variant is making some investors nervous, updated 10-year stock and bond projected returns. That and more in this quarter’s Quarterly Context webinar recording. Watch to stay relaxed by staying informed, and remain current about things that actually matter to staying focused [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]

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