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.
We’re All Feeling The Effects Of Inflation At The Moment – and hoping it will peak and level off soon. Though it’s an uncomfortable experience, to say the least, looking at it from different perspectives can help to give us a broader understanding. At Arbor Capital, we view inflation through
How to Start Matching Your Portfolio to Your Values So, maybe you read Part One of our ESG investing series, and now you’re wondering what to do next. At Arbor Capital, we can certainly guide you through the process of adding ESG investing, also called sustainable investing to your portfolio,
Investing isn’t Just About Dollars and Cents Anymore This article is Part One in a three-part series designed to tell you all you need to know about ESG investing, and how you can get started with us here at Arbor Capital. The last few years have seen an explosion in
Investors Need a Tactical Strategy to Navigate Turbulent Headwinds By Dave Valdez, ChFC & Marc Nichols, CIMA The year-to-date performance of the overall market, increasing geopolitical tensions, increasing gas prices, and the highest inflation numbers in four decades are enough to scare off investors from adding to their portfolios or
What to Do with Your ‘Orphan 401K’ Retirement Account When You Leave Your Job By now, you’ve probably heard the latest employment term to hit the American lexicon: the “Great Resignation.” It refers to significant shifts in the workforce brought about by the pandemic. Many people lost their jobs due
Take Charge of Your Assets as You Plan for the Future If you’re thinking about estate planning, chances are you’ve already spent many decades building the life you envisioned for yourself. You may have a large and loving family, or a network of close friends and causes that matter to
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