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So far The Advisory Group has created 38 blog entries.

Create your own Blue Dot to experience Blue Zone benefits

By |2020-09-06T16:12:13-07:00January 9th, 2020|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts|

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 [Read More]

3 books we like for business owners

By |2022-04-07T13:07:03-07:00December 16th, 2019|Blog, Books, General thoughts|

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. [Read More]

An evening of celebration at The Advisory Group of San Francisco

By |2020-07-20T13:50:13-07:00November 15th, 2019|Blog, General thoughts, Personal Wealth|

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 [Read More]

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

By |2020-07-20T14:07:08-07:00August 2nd, 2018|Quarterly thoughts|

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 [Read More]

New Retirement Income Planning Insights

By |2022-04-07T15:15:29-07:00October 26th, 2017|Financial planning tips and perspectives, Personal Wealth|

You may be able to spend more in the early years of retirement than you thought. Retirement spending strategies have always been an important part of smart planning; incorporating new research about longevity and spending patterns of retirees leads to even wiser decisions.

But why a bun?

By |2020-07-20T14:20:16-07:00July 31st, 2017|Fiduciary, Personal Wealth, Quarterly thoughts|

Years ago, a fast food chain ran a catchy ad campaign featuring a focus group of meat and cheese lovers.  In the commercial, the presenter describes the companies new burger, and one of the test subjects responds “I like the meat and cheese part, but why a bun?” As investors, if we consider domestic stocks to [Read More]

What do updated annual savings limits mean for planning?

By |2020-07-20T14:27:24-07:00November 23rd, 2016|Financial planning tips and perspectives, Investor behavior, Personal Wealth, Staying the course|

The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,

What to make of “Brexit”

By |2020-07-20T14:30:38-07:00June 30th, 2016|Fiduciary, General thoughts, Investor behavior, Personal Wealth, Staying the course|

SUMMARY: The United Kingdom's vote last week to leave the European Union has global significance, but it may take years to know the full impact. The U.K. is likely to feel long-term affects. In the short term, uncertainty about the degree of global ripple-effect makes investment markets nervous. Thoughts and general guidance are outlined [Read More]

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