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]
If someone asked you if your advisor is a true fiduciary, putting your interest above all else, do you know the real answer? Try asking that question to people you care about, and you might be surprised how many people don't know. Despite the marketing messages, not all financial advice providers hold themselves to [Read More]
You’ve probably heard some version of the following statistic: men apply for a job when they meet just 60% of the qualifications, but women apply only if they meet 100% of them. We’re seeing a similar pattern when it comes to women and investing. Traditionally, women have been more likely than men to delay [Read More]
The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). [Read More]
Recession security through preparation Though it’s still being debated whether or not we’re in an official recession, it is smart to be prepared for whatever may come, since we have no control on the economic circumstances that could be ahead. But what exactly should this preparation look like? The good news is there’s still [Read More]
Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do [Read More]
Inflation remains high, rates are up, stock and bond markets are down, and recession worries are increasing. However there are some positive signs, and medium-long-term returns remain strong. How did we get here and what’s next? We’ll also cover the important difference between investing and speculating, and how understanding a buyer’s strike can improve [Read More]
The recession question Will there be a recession? Are we in a recession already? The most pressing questions for investors for the second half of 2022 center around the prospect of a recession. To assess these matters, we must look to what Shakespeare called “the root of all heartache,” namely: expectations. “Expectation is the [Read More]
The stock market has been anything but stable recently. And unsurprisingly, that usually means our emotions haven’t been either. Financial freedom is tied to market performance, and when you start hearing about “down markets” or “recessions,” one question tends to come up in our nervous brains… Should I sell my stock? At its face [Read More]
The Ukraine/Russia conflict and the world’s response is affecting markets, inflation remains higher and rising, the Fed raised and plans to raise rates further, the yield curve is trying to tell us something about the economy, gambling risks are far higher than investing, what the stink-eye effect on your portfolio might be… Watch to [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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