Arbor Blog

When we’re not busy crafting financial plans for our clients, we’re voraciously researching and building investment strategies for them. In our spare time, we write articles on topics that matter to you.

Arbor Capital

Tips to Cultivate Your Finances this Fall Season In the landscape of personal finance, setting and achieving financial goals is a bit like cultivating a fruitful garden. Just as a …

Harvesting Your Financial Goals: Strategies for a Bountiful Financial Future Read More »

Arbor Capital

Strategies to Secure Your Family’s Future When you’re growing your young family, you’re likely focused on all the joys that come along with building a life together and the simple …

Estate Planning Tips for Young Families Read More »

Arbor Capital

Important Considerations to Keep in Mind as You Build Your Retirement Income Plan When it comes to retirement, many Americans depend heavily on their Social Security benefits. In fact, in …

Social Security and Your Retirement Plan: Making the Most of Your Benefits Read More

Matthew Schechter

It has been an interesting last few months. Four banks disappeared in the first half of 2023: Silicon Valley Bank, Silvergate Bank, Signature Bank of NY, and First Republic Bank. …

Arbor Capital Quarter 2 Investment Letter 2023 Read More »

Arbor Capital

With College Costs on the Rise, It Pays to be Prepared If you have children or grandchildren and you’d like to help them pay for college in the future, it’s …

Tax-Savvy College Savings Strategies Read More »

Arbor Capital

Estate Planning Workshops   (Webinar) Tuesday, September 12, 2023 | 12:00 PM  Online WebinarREGISTER “I know I need a will to protect my family, but where do I start?” “Will …

Arbor Capital Estate Planning Strategies | Event Series Read More »

There is no time like the present

Let’s connect over a cup of coffee – or if you prefer, we can meet virtually. We meet you where you are.


Did you know we work with many of our clients completely virtually?

Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.