If you serve on a committee for a retirement plan or an endowment or similar entity, you know the challenge: Meetings with important decisions, nuanced discussions, and action items all moving quickly while someone tries to capture it all by taking meeting notes, or worse, remember it all after the fact. Typed meeting notes [Read More]
News vs. noise Consumer sentiment declined this quarter amid concerns about inflation and a possible recession. Stock markets were relatively muted, with modest gains in some areas and declines in others. Bonds fell as interest rates rose, driven by inflation concerns tied to higher war-related energy prices and heavy borrowing by governments and AI [Read More]
Playing Against the House In Martin Scorsese’s “Casino,” Sam “Ace” Rothstein explains the cardinal rule of managing a casino: keep the players at the table long enough and, eventually, the house wins. Treasury Secretary Scott Bessent appeared to channel some of that bravado this summer when discussing the U.S. government’s influence over capital markets, [Read More]
Artificial intelligence (AI) is rapidly changing the way we work. At The Advisory Group, we know it is important to use these tools thoughtfully while maintaining the personal judgment and responsibility our clients expect from us. Our Approach to AI We use AI very selectively to improve efficiency and enhance certain aspects of our [Read More]
Index concentration is at a 50-year high, and the newest listings are making it worse. A record-setting debut When SpaceX launched its initial public offering (IPO) on June 12th it raised $75 billion and was valued at more than $2 trillion within a week. This made it one of the largest companies in the [Read More]
News vs. noise Markets continue to surprise investors, creating the illusion for some that stocks only go up. Stocks indexes were generally strong despite the war in the middle east and related oil concerns, and questions about AI over-exuberance. Growth stocks, especially technology, and even more so semiconductor stocks surged, but may be part [Read More]
The iconic mantra from the science-fiction universe Dune serves as a stark reminder of the importance of critical resources and the far-reaching implications when supply chains are disrupted. This theme played out in real time during the second quarter as oil continued to flow, but concerns around the Strait of Hormuz, a key bottleneck [Read More]
A new tax-advantaged savings option for children opens for funding on July 4. Here’s how it works and what to consider. Starting July 4, a new type of retirement account for children created under the One Big Beautiful Bill Act and formally known as a “Section 530A account” (and informally as a “Trump Account”) [Read More]
News vs. noise At The Advisory Group, our Quarterly Context webinars are designed to help investors cut through short-term market noise and maintain unwavering discipline toward their long-term strategic goals. In this Q1 2026 presentation, we take a deep dive into sub-asset class projections and the fundamental cyclicality of the global markets. When a [Read More]
The economic repercussions from the escalation of conflict in the Middle East, which began with strikes on February 28, were broad-based and quickly transmitted through global commodity markets. Disruptions to transit through the Strait of Hormuz, through which roughly 20% of global oil supply flows, drove a sharp increase in energy prices. Brent crude [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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