Insights & Observations

Stay Informed

As a business owner you’re busy creating your own success. To help you stay informed we share our insights and observations regularly through our blog. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.

  • Work from home COVID-19

    6 work from home tips we’ve learned so far

    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 our… [Read More]

    How we’re thinking about coronavirus

    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 how… [Read More]

    Gen X

    Longevity’s Ripple Effect: Why Gen X Cannot Count on Inheritances for their Retirement

    As if Gen X (now age 40 – 55) didn’t have enough to think about in midlife, they also need to be careful about including any expected inheritance in their retirement planning.  While there is much talk about a great transfer of wealth in America in the coming 25 years, with estimates anywhere from $30… [Read More]

    Q419 Quarterly Context Video

    What should you be training your brain to do now, given the longest bull-market ever? What are people doing with their better physical state later in life? Where are we in the business cycle now? What is the “Fed pivot” and how are market returns projections changing for the next 10 years? What does “growth… [Read More]

    Create your own Blue Dot to experience Blue Zone benefits

    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 can… [Read More]

    Business books for your mind and your shelf

    3 books we like for business owners

    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. Atomic… [Read More]

    Remodeled office space at The Advisory Group of San Francisco

    An evening of celebration at The Advisory Group of San Francisco

    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 the… [Read More]

    What is the yield curve, and what does it mean when it becomes inverted?

    In the past several months, something unusual has happened to bond yields, something that had not happened since 2007: the yield curve inverted. What is the yield curve, and why is it noteworthy when it becomes inverted? Typically, an investor expects to be paid more to tie up his or her money for a longer… [Read More]

    Q319 Quarterly Context Video

    How many generations does it typically take to wipe out family wealth, and what can you do about it? What is the impact of emotional investing on the average investor’s returns? How would the economies of all US 50 states rank if they were countries? How should Fiduciaries evaluate target date funds? Is a CEO economic… [Read More]

    3 reasons owners should invest outside of their business

    How do many business owners continue to grow and manage their businesses?  They reinvest company profits back into the business. As financial advisors to many business owners, we have learned from experience how important it is to strike the right balance between your company assets and some diversified investments outside of your business. While it… [Read More]

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