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

A family financial plan is critical in planning for your family’s financial security and in accomplishing your goals, and you can create one in seven steps.

Matthew Schechter

Something broke.  Four banks have disappeared in the past few months.  Silicon Valley Bank, Silvergate Bank, Signature Bank of NY, and First Republic Bank.   Circumstances surrounding the downfall of each bank …

Arbor Capital Quarter 1 Investment Letter 2023 Read More »

Arbor Capital

Parents often wonder about prioritizing retirement savings vs. education funding for their kids, but proper retirement planning should come first.

Matt Knell

Maximizing Your Retirement Income: Social Security and Financial Planning Strategies (Webinar) Wednesday, September 13th, 2023 | 12:00 PM  Online WebinarREGISTER Arbor Capital Management is inviting individuals to attend their upcoming …

Social Security & Financial Planning Strategies | Event Series Read More »

Arbor Capital

Roth Conversion Arbor Capital’s Paul Hurley talks Roth conversions in this brief educational video. Learn what they are, the advantages they offer, important tax considerations, and why a down market …

Roth Conversions with Arbor Capital’s Paul Hurley Read More »

Matt Kolesky

A roundtable discussion with Arbor Digital about where the Digital Asset industry currently stands, and what the future may have in store for Digital Assets.

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.