The Advisory Group, LLC

10/06/2026

Over the next decade, women are set to control up to $30 trillion in financial assets. But wage gaps, caregiving responsibilities, and life changes like divorce can all impact long-term outcomes.

Women investors are doing things differently—trading less, thinking long-term, and staying curious. This isn’t about catching up. It’s about moving forward with confidence.

Let’s talk about what’s next.

Source: Forbes.com, March 30, 2026

09/30/2026

In case you haven't been made aware, we wanted to share some unexpected news regarding our upcoming Fall Fest on October 3. Due to unforeseen scheduling conflicts at the venue, we have made the difficult decision to cancel this year's event. We are incredibly disappointed that we won't be able to gather for our usual autumn celebrations and we apologize for any inconvenience this may cause to your weekend plans!

While Fall Fest won't be happening, we still have plenty of reasons to celebrate together in the coming months. Please keep an eye on your inbox for upcoming information regarding our much-loved Pie Day festivities!

We are already pivoting our energy toward the warmer months and are thrilled to announce that we will be hosting a brand-new Spring Fest in April next year. We will share dates and details as soon as they are locked in!

09/16/2026

I’m filling my gas tank based on what the analysts are saying about the gas prices going up in the next few days. FYI.

08/27/2026

It's almost FALL FESTIVAL time, Saturday, October 3rd, 2:00pm. Live Music, Good Food, Games, Giveaways, fun for the whole family. This year we're at Fireman's Park in Maryville. See you soon!

08/21/2026

The winner of the Koibito Poke gift card is........... SUE Q!

08/11/2026

Koibito Poke is our August TAGalong. I fell in love with Poke while visiting Hawaii. Here's your chance to try a Poke Bowl, if you haven't before. Here's how it works:
1. Type "interested" below
2. Invite a friend
3. Pick up your giftcard and post pictures!

We love to support local and Koibito just had their official opening recently! Tell Jessie I said Hello!

07/12/2026

🤗🙌

07/06/2026

https://www.bestversionmedia.com/article/2026-07-retirement-road-map/ Vanessa was featured in our local GlenEd Magazine! Check out the article the describes how she views retirement.

But road trips also require something more important: a plan, direction, destination, etc.

05/29/2026

Last Call - Picture Day - Sunday! Family pictures, yes! New profile pic, yes! New baby, yes! RSVP and I'll see you Sunday!