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]
Is recent market volatility making you anxious? Gaining some perspective could help relieve that anxiety and ensure that you remain on track to reach your financial goals. Your financial journey is a lot like a long road trip. On your route from point A to point B, even while driving wisely, it is normal [Read More]
After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?
As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.
The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,
Surprise parties would surely be less fun without it, and life would generally be more boring if all outcomes were known in advance. And, while capital markets react negatively to increases in uncertainty, it is that very same absence of clear outcomes that makes the capital markets possible and worthwhile in the long-run. Unpredictability [Read More]
What’s your guess as to how many months the stock market declines or rises each year? And in bad vs. good markets?
SUMMARY: The United Kingdom's vote last week to leave the European Union has global significance, but it may take years to know the full impact. The U.K. is likely to feel long-term affects. In the short term, uncertainty about the degree of global ripple-effect makes investment markets nervous. Thoughts and general guidance are outlined [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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© THE ADVISORY GROUP SAN FRANCISCO, LLC.
ALL RIGHTS RESERVED.
