Running a business can be overwhelming. It’s easy to feel stretched thin, and like there’s never enough hours in a day. At times, you’ll probably fantasize about retiring early, ditching the suit for sandals, and kicking back on a beach somewhere. However, these fantasies can come from thinking you’re in a retirement binary. One [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 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]
Scroll down to watch our "New Age Retirement" webinar to learn more about the myth of early retirement. How do you want the next chapter of your life to read? Well, as the authors of our own stories, it’s up to us to decide. But if we think the most compelling narrative is found [Read More]
Is inflation on your mind? We would be surprised if it weren’t. While we all have to weather inflation's short-term effects, we have reason for optimism over the long term. Here’s a look at where we are right now. What is causing inflation? The effects of nearly two years of the pandemic compounded by [Read More]
Providing our insights, observations and advice on issues midlife business owners and Gen X professionals encounter at this busy stage of life is a core part of the conversations we have with clients, prospective clients and interested followers. Throughout 2021, our CEO Greg Patterson and COO Lisette Smith, CFP® expanded beyond financial planning, investments, [Read More]
What is one of your big life goals? What’s a wild dream you’d like to achieve? When you're in the midst of peak busyness, you may feel you can't go after what you desire. Not true! As we head into the last few months of 2021, now is the perfect time to reflect on [Read More]
The lines between what is your business and what is your personal life quickly blur when you are a business owner. While you may be quite clear on how to grow or sustain your business, you may not feel the same confidence in your personal wealth strategies. At The Advisory Group, we often write [Read More]
Every time we meet with new clients, we ask them what motivates them to succeed. Besides financial benefits and personal fulfillment, the answer we hear the most is freedom. Even successful individuals who love their jobs want to spend time not working and pursuing other interests, too. The Gap Year is often the perfect [Read More]
Recently, I had the opportunity to speak with Josh Dillingham the host of the Playing Injured podcast, a podcast focused on the stories of individuals who have excelled at navigating life's curveballs and persevering through adversity. In this conversation, I shared the lessons I have learned through training for Ironman triathlons that can help [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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