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]
Safe harbor retirement plan for 2021 Now is the time to take action if you wish to implement a new safe harbor 401(k) plan or make changes to your existing safe harbor structure for 2021. To satisfy the participant notice requirements, companies should install or amend calendar-year plans by the end of November. If [Read More]
The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based on educated guesses about how tax policy may change once the election is behind us. However, it does make sense to consider how changes may affect your planning [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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