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]
Business owners & leaders: If your business has been adversely affected by the coronavirus directly or indirectly, we encourage you to explore and apply for Paycheck Protection Program (PPP) forgivable loan or the Disaster Loan (& grant) Assistance programs below, given that the PPP started 4/3/20 for small businesses, and 4/10/20 for sole proprietorships [Read More]
With the shelter-in-place in effect in Northern California since last Tuesday, many of our clients, colleagues, friends and family members have had to make the shift from going to the office to working from home. At The Advisory Group, we are well set up to operate as a virtual office while continuing to deliver [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 if Gen X (now age 40 – 55) didn’t have enough to think about in midlife, they also need to be careful about including any expected inheritance in their retirement planning. While there is much talk about a great transfer of wealth in America in the coming 25 years, with estimates anywhere from [Read More]
What if you had the recipe of life choices that could help you live longer, healthier, and happier? That is exactly what studies show happens in “Blue Zones,” parts of the world with unusually high numbers of happy centenarians. If you don’t live in a Blue Zone, you do not have to move. You [Read More]
What are you going to read (or listen to) next? If you own a business and you have not read these three books, we highly recommend each one. Whether you want to form new habits, create systems in your business, or preserve what's meaningful to you, you can find answers in these books. 1. [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]
In the past several months, something unusual has happened to bond yields, something that had not happened since 2007: the yield curve inverted. What is a yield curve? What is the yield curve, and why is it noteworthy when it becomes inverted? Typically, an investor expects to be paid more to tie up his [Read More]
How do many business owners continue to grow and manage their businesses? They reinvest company profits back into the business. As financial advisors to many business owners, we have learned from experience how important it is to strike the right balance between your company assets and some diversified investments outside of your business. While [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 300,
San Francisco, CA 94104
© THE ADVISORY GROUP SAN FRANCISCO, LLC. ALL RIGHTS RESERVED.
© THE ADVISORY GROUP SAN FRANCISCO, LLC.
ALL RIGHTS RESERVED.
Developed by ARS Digital Marketing
