Life is an endurance event. What if the right clarity, plan and support made impossible goals possible? State what you want and play to your strengths. If you are committed and coachable, the limits are few. I’ve experienced this firsthand on my journey of training and qualifying for the 2020 Kona Ironman Triathlon Championships [Read More]
The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based on educated guesses about how tax policy may change once the election is behind us. However, it does make sense to consider how changes may affect your planning [Read More]
Do you, or do you want to, offer Environmental, Social and Corporate Governance (ESG) investment options in your qualified retirement plan? What about riskier private equity options? Here’s what’s on the Department of Labor (DOL)’s radar when it comes to both. Environmental, Social and Corporate Governance (ESG) investing While participant and plan sponsor interest [Read More]
You may be seeing a lot of your kids these days, and you may continue to as you navigate the hybrid solutions of “back-to-school” this year. For many business owners during this pandemic, balancing the new family dynamics with unexpected business challenges has been difficult. While not for every business, one solution to ease [Read More]
The common phrase that “the stock market is not the economy” now seems more relevant than ever. Many are perplexed about the resilience of the stock market, despite ongoing coronavirus and economic concerns, after Q1 2020’s 21% drop and Q2’s big bounce-back of 22% (Russell 3000). The market is up 41% from the March [Read More]
Do you self-diagnose as having “Peak Busyness?” A common condition among successful business owners and leaders, this midlife ailment can sneak up on you and cause havoc. While not an actual medical syndrome (yet!), its symptoms may keep you from enjoying the life you have built, so it might be helpful to take a [Read More]
In this time of national stress, the global coronavirus pandemic and the economy have taken a back seat to the centuries-old and often ignored and re-opened wounds of the Black community. Individuals, companies and other institutions have a new opportunity to listen and create a better path. We stand in support of equality and [Read More]
The decision to take on debt is a significant one for any business in normal times. For businesses severely affected by COVID-19 shutdowns, debt-use consideration takes on heightened importance. If your business is able to borrow or had credit lines available to draw down, the question becomes how to best use those funds to shore [Read More]
Sometimes we have to change the investments we hold in our clients’ portfolios. We’ve talked about rebalancing and tax loss harvesting as ways to keep portfolios’ allocation in check and lower tax bills, but what happens when a specific investment manager of a mutual fund or other vehicles needs a change? How do we decide [Read More]
Audit season is in full swing for retirement plans, and if your company has a “large plan” (defined as more than 100 participants) you are required to undergo an annual audit by a CPA. This requirement kicks in when your start-of-year participant count exceeds 120 for the first time. If your company sponsors a plan [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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