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.

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Strategies for Making the Most Out of Your Charitable Giving Money can be meaningful to us in multiple ways, and many people find joy and value in charitable giving. Recent data support this, as Philanthropy Roundtable has shown that two-thirds of Americans give money to charitable organizations annually. If philanthropy

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When it comes to your retirement plan, are you using all the tools in your arsenal? If your income allows you to max out your 401(k) and IRA contributions, you’re probably on the road to a comfortable retirement free from financial stress. If you’ve taken the step of saving in

Ty Schommer

As always, we encourage you to talk with your investment advisor if you have questions about your financial goals, how our wealth strategies may help shape those goals, or if your tolerance for risk for has changed. There is a lot of data and news for the Arbor Team to

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Below are summaries from Arbor Investment Committee members. If you have questions about anything on this post, please reach out to us. Arbor Capital Management Strategy Dislocation continued The dislocation theme that we have posted about before continued to impact most asset classes in 2020. Bond yields are historically low

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Below are summaries from Arbor Investment Committee members regarding different asset classes. If you have specific questions about any of them in general or how they might impact your portfolio or financial plan, please reach out to us. Arbor Capital Management News: April 2020 Dislocation Covid-19 and the responses from

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Below are summaries from Arbor Investment Committee members regarding different asset classes. If you have specific questions about any of them in general or how they might impact your portfolio or your financial plan, please reach out to us. Arbor Capital Management News: 2019 REITs: Real Estate Investing In the

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.

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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.