It’s natural to feel anxious about investing. Investors all want to make the best decisions when it comes to their money and wealth management—decisions that will help your portfolio grow bigger without excessive risk. However, the investment decision process can be overwhelming, given the many available options and pitfalls. And when you’re entrusting the [Read More]
Imagine a tug-of-war, but instead of ropes, it's financial priorities. On one side, there's the immediate pressure of rent, car payments, groceries, and childcare. On the other, a secure and comfortable retirement down the line. For many employees, the future often loses this battle. A company-sponsored 401(k) plan can be a win-win scenario for [Read More]
The U.S. population is aging. By 2034, all baby boomers will be older than 70 and older adults will outnumber children for the first time in U.S. history, according to Census data. With age comes a greater risk for chronic diseases and conditions—yet most adults are not facing this reality head-on. People tend to [Read More]
News vs. noise Is there still a chance of a recession? Inflation has small a surprise uptick, Fed interest rates remained unchanged, causing bond to wobble since investors were hoping rates would fall. Stock markets, especially many of the biggest stocks performed well yet again. However, some mega-cap stocks cooled, it wouldn’t be surprising [Read More]
A recent financial literacy study from Investopedia shows Generation X (or Gen X) is invested in—and concerned about—retirement. Currently between 44 and 59 years old in 2024, Gen Xers recognize that it’s time to get serious about retirement savings. The study showed the top 3 worries for Gen Xers are retirement (21%), followed by [Read More]
Macroeconomic Environment While it may feel like we are in a “higher forever” world with respect to stock prices or interest rates, we know this scenario is implausible, if not impossible. Amid a backdrop of low volatility mixed with investor enthusiasm (especially around anything to do with artificial intelligence) and better-than-expected economic news, the [Read More]
If you think your tax bill is too high, you’re not alone. Two-thirds of Americans feel like they spend too much on federal taxes—and that’s before tacking on property or state taxes. What if you could avoid some of the pains of tax season? From tax-deferred investing to charitable deductions and income deferrals, Americans [Read More]
The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of [Read More]
Macroeconomic Environment The most widely predicted recession in recent history did not materialize in 2023. In late 2022, 85% of economists polled by the Financial Times predicted a recession in 2023. Consumers were also gloomy, affected by post-pandemic blues and worries over rising inflation, especially gas and food prices, and stagnating wages. In 1Q23, [Read More]
News vs. noise Stock and bond markets came out better than expected in 2023 despite rate hikes, wars and collapsed banks, the chance of recession is dropping but still exists, markets may be more tepid in 2024, bonds got a boost at the end of the year. That and more in this quarter’s Quarterly [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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