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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

Investor Education for Those Who Want a Stronger Portfolio Investing can be one of the most powerful ways to build wealth over time, yet it can be a perplexing landscape for those who are just getting started. Whether you’re a novice investor or someone looking to solidify their understanding of

Arbor Capital

Kickstart Your Finances for 2024 The end of the year always brings with it a sense of reflection, including what we’d like to change for the next 12 months. That makes right now the perfect time to consider your financial well-being and set strategic goals that pave the way for

Arbor Capital

Resolve to Strengthen Your Financial Plan in the New Year and Beyond Retirement planning demands a lot from us – and for quite a long time. Whether it be our time, energy, or financial resources, our retirement needs are always evolving, and we must nurture our savings consistently over the

Arbor Capital

Simple Steps to Make the Most of Your Generosity As the year draws to a close, many people are not only planning for the holidays and reflecting on the past year but also feeling inspired by the spirit of giving that comes along with this time of year. Year-end charitable

Arbor Capital

Tackle This Life Transition with Optimism and Financial Savvy When your children grow and ‘fly the nest’ it’s a major milestone. You’ve spent many years nurturing them, and now is a good time to nurture your finances. This phase of your life offers a prime opportunity to reassess and reevaluate

Arbor Capital

Your Retirement Plan is Most Effective When You Know Your Aspirations When you think about your retirement plan, you might be focusing solely on your financials. While critically important, of course, money matters are not the only plans you need to have in place in order to enjoy the retirement

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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.