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]
There has been a lot of talk lately about inflation, in great part because inflation has been so low for so long, but recently had a small spike. Unfortunately, when inflation is low, investors tend to forget it is a “sleeper risk,” gradually eroding their purchasing power and lowering after-inflation returns. Below are thoughts [Read More]
We’ve written before about uncertainty and the market volatility that often accompanies it, and we have experienced more than our share of both in 2020. We know that these conditions can be beneficial for long-term investors, though it’s often hard to see this over the short-term. Now, with the upcoming presidential election, new concerns [Read More]
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 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]
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]
Gain perspective about the confluence of events affecting the markets, including the coronavirus. What are the drivers of current volatility? Where do markets and diversified portfolios stand now? How does this market compare to the many volatile markets in the past? See how bad markets have strong recoveries. See why panic is not an [Read More]
It was a very a difficult week. As the uncertain trajectory of COVID-19 upsets both public health systems and financial markets, we see how dramatically unexpected events can affect us. Coronavirus and its economic fallout, coupled with the Saudi/Russia oil tension, have created a unique mix of anxiety that makes markets particularly volatile. We cannot know, [Read More]
The public’s concern about coronavirus (COVID-19) is increasing. As is often the case, concerns are frequently magnified by what’s called “negativity bias,” an evolutionary mechanism in the brain to minimize risk. More often than not, people over-react to potential risks. But sometimes the reaction is warranted. Regarding coronavirus, it is too soon to tell [Read More]
As a business owner you probably do not have the time, inclination or energy to research and anticipate what the right mix of investments is for your personal portfolio. Yet, with daily hype from the media or the unsolicited advice of friends who invested in a winning stock, you may still experience FOMO with [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.
Send us a message
44 Montgomery Street, Suite 2410, San Francisco, CA 94104
© THE ADVISORY GROUP SAN FRANCISCO, LLC. ALL RIGHTS RESERVED.
© THE ADVISORY GROUP SAN FRANCISCO, LLC.
ALL RIGHTS RESERVED.
