Many fiduciaries are clear that a fiduciary duty is the highest standard of care under the law. Fiduciaries to an Employee Retirement Income Security Act (ERISA) qualified plan are legally obligated to put the participants' interests ahead of their own when making decisions about the plan. After the rise and fall of the Department [Read More]
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]
We’re all aware of the phrase “money can’t buy happiness.” But how much weight does it really hold? After all, our finances play a pivotal role in how we’re able to provide for ourselves, our families, and our communities. Money clearly doesn’t solve every problem. Many of our relationships are priceless. And no matter [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]
Answers to common endowment questions Endowments are a powerful tool for non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries and fundraisers often benefit from improving their understanding about what endowments are and are not, how to guide donors around unintended consequences, and how to frame a win-win-win value proposition [Read More]
Conversing with aging parents In Part 1 of this series we reviewed the pressures you experience as parents. Now in Part 2, we’ll touch on the ones you experience from parents. That is, the financial and emotional stress that comes along with your ever-aging mom and dad. If the pandemic reminded us of anything, [Read More]
A career break to gain new perspective for what's next Finding a healthy work-life balance is difficult in today’s fast-paced society, especially for successful business owners and leaders in the middle stages of their lives. The unrelenting time demands of work, raising a family, and nearing closer to your retirement horizon can easily lead [Read More]
Gen Xers are caught in quite the pickle. You’re sandwiched between your aging parents and restless teenagers, and feel the financial pressure from both sides. You want to help, but feel uncertain of where to start. So what do you do? In this article, we’re going to focus on how to prepare and [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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