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]
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]
Every quarter we send a letter to our clients to set context around recent market activity. This quarter, we are posting our letter here since it offers some reminders about how our experience and contingency planning get us through difficult times that we feel may benefit everyone. These past several weeks have reminded us [Read More]
In the midst of the COVID-19 pandemic, the term rebalancing now extends past investment portfolios as we all rebalance our lives around staying at home, creatively social distancing, and protecting our health. It is a rebalancing act that people did not anticipate; we're all learning lessons that will linger on once this crisis is [Read More]
Business owners, especially smaller employers, now have more incentives and options to offer retirement savings plan. Individuals have additional opportunities to grow their retirement savings. Signed in to law by the President on December 20, 2019, The SECURE Act (‘Setting Every Community Up for Retirement Enhancement”) brings the most significant pension reform in more [Read More]
Preparing your business for a natural disaster is as critical as preparing your home, yet many business owners do not have an emergency plan in place. In the Bay Area, earthquakes are a constant threat with no advanced warning, and the “new normal” of California fire season reminds us how devastating nature can be. [Read More]
Thank you to everyone who joined us at our Open House on November 14th. We were excited to see you! We hosted this 20th Anniversary event to celebrate The Advisory Group’s past and future: Our Past: Our roots began as an industry pioneer that believed client interests should always come first, as one of [Read More]
With high incomes and appreciated portfolios, many of our clients around the Bay Area seek relief from paying a large sum to Uncle Sam. Identifying tax minimization opportunities can be difficult as your income and account balances increase; however, there are a few ways you can keep more of what you make. Here [Read More]
If you have children approaching their college years and you own a business, you have more opportunities than others to manage your assets and income to save and pay for college. One of the most favorable treatments for business owners is your ability to increase the amount of financial aid for which your child [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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