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]

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]

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

By |2024-01-29T12:18:45-08:00February 12th, 2020|General thoughts|

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 [Read More]

Create your own Blue Zone

By |2022-10-05T12:30:27-07:00January 9th, 2020|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts|

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 [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]

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

By |2022-04-09T09:29:15-07:00October 28th, 2019|General thoughts, In the news|

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 a yield curve? 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 [Read More]

3 reasons business owners should invest outside of their business

By |2024-01-29T12:18:53-08:00September 10th, 2019|Blog, Fiduciary, Financial planning tips and perspectives, General thoughts|

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 [Read More]

How to help your adult children stay in the Bay Area

By |2022-04-06T08:45:02-07:00August 16th, 2019|Financial planning tips and perspectives, General thoughts|

Living in San Francisco is expensive. Very expensive. Median rent is nearly twice the national average and 81% of homes cost more than $1 million. It is no wonder that many Bay Area natives find their children leaving to live in places like Seattle, Denver, and Austin, where they can afford a house and [Read More]

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