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

Making the wrong retirement planning assumptions can jeopardize your financial plans so make sure your financial future isn’t built on faulty planning practices

Arbor Capital

The December quarter saw volatility again.  A rally in equities started right at the beginning of October through November, only to see a sharp decline again in December.   The bond markets continued a decline that began in September and continued through mid-November. The bond markets then rallied into December.

Heather Dodson

When you face life transitions, rely on a trusted financial advisor to help you overcome financial challenges and maintain clarity as you move toward your goals.

Heather Dodson

Prepare your finances for retirement with these three key steps that ensure you’re considering critical areas of your retirement planning and giving yourself peace of mind.

Heather Dodson

If you’re looking to set yourself on a firmer financial footing in the New Year, completing these end-of-year financial planning tasks is a great place to start.

Arbor Capital

Creating strong wealth-building habits will propel you forward on your way to reaching your financial goals so get started with four habits you can implement right away.

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.

Four Essentials of Estate Planning | Arbor Capital Management

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.