The Advisory Group

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So far The Advisory Group has created 67 blog entries.

Why Rebalancing your Portfolio in the Midst of Crisis is Essential for Long-term Success

By |2022-09-05T19:30:49-07:00April 9th, 2020|In the news, Blog, Investment Management, Investor behavior, Personal Wealth, Staying the course|

In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively social distancing, and protecting our health. It is a rebalancing act that people did not anticipate; we're all learning lessons that will linger on once this crisis is [Read More]

Time-sensitive: Business owners should explore Paycheck Protection Program forgivable loans NOW… application process started 4/3/20

By |2020-04-25T09:20:45-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, General thoughts|

Business owners & leaders: If your business has been adversely affected by the coronavirus directly or indirectly, we encourage you to explore and apply for Paycheck Protection Program (PPP) forgivable loan or the Disaster Loan (& grant) Assistance programs below, given that the PPP started 4/3/20 for small businesses, and 4/10/20 for sole proprietorships [Read More]

The CARES Act: help for individuals and small businesses

By |2020-04-25T09:22:00-07:00April 2nd, 2020|Fiduciary, Financial planning tips and perspectives, In the news|

  As we adjust to the effects of COVID-19 in our lives, we wanted to provide some information for individuals and small businesses about the stimulus package passed by Congress on March 27th  The Coronavirus Aid, Relief and Economic Security (CARES) Act, as well as previously announced tax filing relief, should help with business [Read More]

CARES Act helps your business: relief for your retirement plan participants

By |2022-04-07T10:42:02-07:00April 1st, 2020|Fiduciary, In the news|

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on March 27, 2020, and includes provisions to assist retirement plan participants impacted by the COVID-19 pandemic.  For plan sponsors and their participants, this Act can provide essential financial help to many employees. The new law provides distribution and loan relief [Read More]

Video: Market and investor behavior perspectives related to the coronavirus

By |2020-07-20T13:28:45-07:00March 25th, 2020|Investor behavior, In the news, Staying the course|

Gain perspective about the confluence of events affecting the markets, including the coronavirus. What are the drivers of current volatility? Where do markets and diversified portfolios stand now? How does this market compare to the many volatile markets in the past? See how bad markets have strong recoveries. See why panic is not an [Read More]

6 tips to make working from home more productive

By |2022-05-12T10:18:51-07:00March 22nd, 2020|General thoughts, Blog, Lifestyle|

With the shelter-in-place in effect in Northern California since last Tuesday, many of our clients, colleagues, friends and family members have had to make the shift from going to the office to working from home. At The Advisory Group, we are well set up to operate as a virtual office while continuing to deliver [Read More]

How we’re thinking about coronavirus

By |2024-01-29T12:18:34-08:00February 28th, 2020|General thoughts, In the news, Investor behavior, Staying the course|

The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in the brain to minimize risk. More often than not, people over-react to potential risks. But sometimes the reaction is warranted. Regarding coronavirus, it is too soon to tell [Read More]

The SECURE Act: What individuals, business owners and retirement plan sponsors need to know

By |2020-07-24T14:55:50-07:00December 29th, 2019|Blog, Fiduciary, In the news, Personal Wealth|

Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan.  Individuals have additional opportunities to grow their retirement savings.  Signed in to law by the President on December 20, 2019, The SECURE Act (‘Setting Every Community Up for Retirement Enhancement”) brings the most significant pension reform in more [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]

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