Managing a 401(k) plan for your employees is a crucial responsibility. It can significantly impact your team’s financial future and your company’s ability to attract and retain top talent. A reliable and proactive 401(k) plan advisor plays a vital role in ensuring your retirement plan is effective, compliant, and aligned with both your company's [Read More]
News vs. noise Politics and tariff mania are making markets and consumers nervous, some markets are up and some are down but diversification is helping cushion returns, volatility is overdue and more normal than people think. …That and more in this quarter’s Quarterly Context webinar. Watch to stay relaxed by staying informed, and remain [Read More]
First 100 Days 1Q25 was anything but typical. The early months of President Trump’s second term delivered sweeping policy changes that heightened uncertainty across financial markets. From federal spending cuts to an aggressive shift in trade policy, the administration’s “shock-and-awe” approach generated volatility across asset classes, sent inflation expectations higher, and provoked a sharp [Read More]
We wanted to reach out to you given the recent volatility in the stock market. We understand that it is natural to feel uneasy when there are significant market fluctuations, especially when it seems like “this time is different” but we want to reinforce why staying invested is crucial for your long-term financial success. [Read More]
Building financial security is a priority for many women, yet their financial planning needs often come with unique challenges. Women’s financial journeys are shaped by distinct factors that can influence their savings, investments, and long-term goals. Addressing these concerns with proactive and comprehensive wealth management can make all the difference in achieving financial success. [Read More]
News vs. noise There is a mix of are questions and uncertainty and excitement from different camps about unconventional policies with the upcoming administration in Washington, and the economic and market implications. Stock markets were bumpier in Q4, especially international stocks due to political and economic concerns and talks of tariffs in the US. [Read More]
Macroeconomic Environment Donald Trump’s election as the 47th president of the United States, along with a Republican sweep in Congress, set the tone for 4Q24. Despite mixed fourth quarter results driven by shifting monetary policies and fiscal uncertainties, 2024 concluded with strong annual returns supported by a resilient U.S. economy, advancements in artificial intelligence [Read More]
Tax planning can feel overwhelming, but ignoring it could cost you. With the right approach, planning ahead can lead to significant savings—though it requires strategy and foresight. Start planning now to avoid common tax mistakes and keep more of what you earn. Here are eleven actionable tips to help you get started. Major tax [Read More]
8 key indicators to know if you’ve outgrown your investment professional or never really had an endowment advisor Endowment funds serve as critical financial resources for non-profit institutions such as foundations and universities, providing long-term stability and growth of funding to support their missions. Managing an endowment fund requires a delicate balance between protecting [Read More]
Everyone thinks elder financial abuse could never happen to their family—until it does. Just look at Alfred Mancinelli. The 79-year-old gave almost $1 million in retirement savings to various con-artists, including one posing as a professional wrestler named Alexis Bliss. Convinced he was in a romantic relationship with Ms. Bliss, Mancinelli refused to listen [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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ALL RIGHTS RESERVED.
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