Blog

Achieve your next big goal: 3 principles learned from qualifying for the Ironman World Championships at 50

By |2022-09-07T09:06:32-07:00September 9th, 2021|Blog, Financial planning tips and perspectives, Lifestyle, Personal Wealth, Staying the course|

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]

8 lessons for business owners to improve your wealth & life

By |2022-04-07T10:02:49-07:00August 31st, 2021|Blog, Business Owners, Financial planning tips and perspectives, Lifestyle, Personal Wealth|

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]

3 Steps to Make Your Midlife Gap Year Plan a Reality

By |2022-05-15T11:55:13-07:00August 11th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

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]

Investment returns: How Optimistic Should You Be?

By |2022-09-05T19:34:59-07:00July 30th, 2021|Blog, Investment Management, Investor behavior, Personal Wealth|

Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and communities in person. It will take some time to gain perspective on the economic and social implications of the global pandemic, especially since its effects have varied among [Read More]

Q221 Quarterly Context Video

By |2021-08-12T15:55:05-07:00July 28th, 2021|Blog|

What are investor expectations about market returns moving forward, and why they are unreasonably high relative to the expectations of financial professionals? What does a recent study show about financial lessons learned from the pandemic? How is the fed changing its stimulation plans? CEO Greg Patterson answers those questions in this quarter’s Quarterly Context [Read More]

Achieving big goals through Design thinking, reverse engineering, and more

By |2022-04-09T09:59:37-07:00July 18th, 2021|Blog, Business Owners, Lifestyle, Personal Wealth|

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]

6 exercises to stress-test your Midlife Gap Year

By |2022-05-15T12:27:08-07:00May 23rd, 2021|Blog, Business Owners, Financial planning tips and perspectives, Personal Wealth|

If you’ve let yourself dream about taking a Midlife Gap Year, you may stop your planning as soon as the “What if…” questions kick in. Even with accumulated nest eggs of a few million dollars, many successful midlife business owners and leaders fear potential negative outcomes of taking this desired career break. The best [Read More]

Identifying and achieving goals: Perspectives from a Midlife Male [podcast episode]

By |2022-04-06T12:37:40-07:00May 7th, 2021|Blog, Business Owners, General thoughts, Lifestyle, Personal Wealth|

Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life?  That’s what Greg Scheinman, host of The Midlife Male podcast delivers through candid, in-depth conversations with "Midlife Male" CEO's, entrepreneurs and innovators in business, fitness, and hospitality.  Recently, I had the opportunity to be a guest on Greg’s podcast. [Read More]

Sell your business:  4 key steps to get ready to exit

By |2022-04-07T11:59:56-07:00April 29th, 2021|Blog, Business Owners, Financial planning tips and perspectives, Personal Wealth|

Selling a business is a major life decision that usually requires deep consideration. The past 14 months of pandemic living gave many business owners time to contemplate the future of their business and to reflect on what they want in the next phase of their life.  You may be among the owners who are [Read More]

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