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

Navigating an inheritance can be complex, especially as you grieve, but these steps can help you make the most of your loved one’s generosity.

Heather Dodson

When a challenging life transition upheaves your life, take a practical approach to establishing financial security after divorce with these tips.

Heather Dodson

A DIY financial plan may appeal to some but keep in mind that working with a financial advisor can save you time and protect you from unfortunate missteps.

Arbor Capital

Ty Schommer, AIF®, CFP®, CIMA®, the Principal & Investment Advisor at Capital Management, received the Patriotic Employer Award by Employer Support of the Guard and Reserve (ESGR) this past September.

Arbor Capital

The last quarter saw extreme volatility with a significant upswing in the financial markets in July into mid-August, followed by a dramatic drop in equities and fixed income through the end of the September quarter.

Arbor Capital

These Millennial financial tips will help you build a strategy to maximize your high salary, build wealth for the future, and give yourself financial peace of mind.

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.

giving flower

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.