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 it [Read More]
Is inflation on your mind? We would be surprised if it weren’t. While we all have to weather inflation's short-term effects, we have reason for optimism over the long term. Here’s a look at where we are right now. Inflation, labor shortages, and supply chains The effects of nearly two years of the pandemic [Read More]
Providing our insights, observations and advice on issues midlife business owners and Gen X professionals encounter at this busy stage of life is a core part of the conversations we have with clients, prospective clients and interested followers. Throughout 2021, our CEO Greg Patterson and COO Lisette Smith, CFP® expanded beyond financial planning, investments, [Read More]
When stock market performance outpaces expectations for an extended period, as it has recently, the anticipation of a market correction (a drop of 10% of more) can worry investors. But, should you be concerned? After all, significant drops in the stock markets are fairly common, as are rebounds and new highs. While market fundamentals [Read More]
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]
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.
