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]
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]
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]
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]
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]
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]
As we rapidly head into the last few weeks of 2021, now is the time to take care of any time-sensitive financial planning moves and get prepared for 2022. You may be able to reduce your tax bill, too, with some of these action steps. 1. Maximize your retirement savings You have until December [Read More]
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]
Vaccines picked up speed but are hitting some bumps, spring fever and more spending is in the air, all of that and big stimulus is causing markets to continue to defy the pandemic, but diversification still matters. See a dynamic video showing how the top-10 stocks in the S&P 500 has changed over last [Read More]
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]
The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been true fiduciaries since the beginning.
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