Artificial intelligence (AI) is rapidly changing the way we work. At The Advisory Group, we know it is important to use these tools thoughtfully while maintaining the personal judgment and responsibility our clients expect from us. Our Approach to AI We use AI very selectively to improve efficiency and enhance certain aspects of our [Read More]
Index concentration is at a 50-year high, and the newest listings are making it worse. A record-setting debut When SpaceX launched its initial public offering (IPO) on June 12th it raised $75 billion and was valued at more than $2 trillion within a week. This made it one of the largest companies in the [Read More]
A new tax-advantaged savings option for children opens for funding on July 4. Here’s how it works and what to consider. Starting July 4, a new type of retirement account for children created under the One Big Beautiful Bill Act and formally known as a “Section 530A account” (and informally as a “Trump Account”) [Read More]
How Retirement Plan Loans Work Most retirement plans that allow loans follow similar guidelines. Participants may typically borrow the lesser of: - 50% of their vested account balance, or - $50,000 The loan is repaid through payroll deductions with interest, usually over five years, although loans used for a primary residence purchase may have [Read More]
Strong market performance driven by artificial intelligence has prompted many investors to ask whether current enthusiasm reflects durable, long-term opportunity—or a familiar cycle of overvaluation. It is a reasonable question, particularly after several years of strong returns concentrated in a relatively small group of technology and AI-related companies. Why investors are asking about an [Read More]
At The Advisory Group, we believe bold means purposeful, not risky. It means you enable impact on what you care about most. When you make bold, meaningful financial decisions you can live, lead, and give with intention. Being bold in your financial life doesn’t mean betting big. It means making clear, intentional choices [Read More]
We wanted to reach out to you given the recent volatility in the stock market. We understand that it is natural to feel uneasy when there are significant market fluctuations, especially when it seems like “this time is different” but we want to reinforce why staying invested is crucial for your long-term financial success. [Read More]
Building financial security is a priority for many women, yet their financial planning needs often come with unique challenges. Women’s financial journeys are shaped by distinct factors that can influence their savings, investments, and long-term goals. Addressing these concerns with proactive and comprehensive wealth management can make all the difference in achieving financial success. [Read More]
Money issues are among the top three causes for divorce, with 22% citing it as the main reason. But finances could also be keeping couples together. For one, the process is expensive—the average divorce costs $15,000 per person. For complicated splits involving custody disputes, expenses can easily tick up to $100,000. On top of [Read More]
Ending a marriage is not cheap. Even the most amicable divorce can sap your finances if you’re not careful—especially if you happen to be female. In divorces among people over 50, women experienced a 45% decline in their standard of living (measured by an income-to-needs ratio), whereas men’s dropped by just 21%. For accomplished [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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