Stay current on topics that matter
You’re busy creating your own success. Whether you want to secure your personal wealth, improve the lives of your employees or elevate your impact in your community, we invite you to read the topics that matter most to you.
Investment returns: How Optimistic Should You Be?
Investment returns may not be on your mind right now as the summer brings highly anticipated changes where we can re-engage with our loved ones and [Read More]
Q221 Quarterly Context Video
What are investor expectations about market returns moving forward, and why they are unreasonably high relative to the expectations of financial professionals? What does a recent [Read More]
Achieving big goals through Design thinking, reverse engineering, and more
Recently, I had the opportunity to speak with Josh Dillingham the host of the Playing Injured podcast, a podcast focused on the stories of individuals who [Read More]
6 exercises to stress-test your Midlife Gap Year
If you’ve let yourself dream about taking a Midlife Gap Year, you may stop your planning as soon as the “What if…” questions kick in. Even [Read More]
Identifying and achieving goals: Perspectives from a Midlife Male [podcast episode]
Looking for stories of inspiration, success, finding balance, and overcoming adversity in business and life? That’s what Greg Scheinman, host of The Midlife Male podcast delivers [Read More]
Sell your business: 4 key steps to get ready to exit
Selling a business is a major life decision that usually requires deep consideration. The past 14 months of pandemic living gave many business owners time to [Read More]
Q121 Quarterly Context Video
Vaccines picked up speed but are hitting some bumps, spring fever and more spending is in the air, all of that and big stimulus is causing [Read More]
How to take an extended career break and still be fiscally responsible
If you’re a Gen X-er ready to embark on your Midlife Gap Year and take an extended break from your career, you may be wondering what [Read More]
Mutual fund proxy voting: what it is, what’s new, and who votes
Mutual fund proxy voting may be one of the least scintillating topics we write about here at The Advisory Group. It is, however, a topic about [Read More]
More help for business owners: PPP loans, deductions, and other stimulus provisions
If you're looking for a new PPP loan for your business, the latest stimulus package, the Consolidated Appropriations Act (CAA) that was signed into law on [Read More]
Gen X insurance: how to put proper midlife protections in place
If you're a Gen X-er, it’s likely your life is starting to look very different than it did in your early years when you were just [Read More]
Proposition 19: What California homeowners need to know
On election day, the narrow passage of Proposition 19 in California brought good news for some homeowners. The new law allows homeowners who are [Read More]
What retirement plan sponsors need to know
Safe harbor retirement plan for 2021 Now is the time to take action if you wish to implement a new safe harbor 401(k) plan or make [Read More]
History lesson: election impact on the stock market
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 [Read More]
7 advisory lessons from Ironman triathlons to make your Wealth & Life success easier
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. [Read More]
How tax policy may change with the election
The upcoming presidential election brings with it much speculation about the tax policy and market implications of the outcome. We don’t recommend changing your plans based [Read More]
