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TBJ Article – What FinTok gets wrong about investing, according to Central Valley advisers
Follower counts don’t equal credibility Tina Mistry, CEO and president of Fresno-based Portfolio Advisors, said consumers should approach financial content with some skepticism, particularly when…
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Financial Focus Quarterly: Your Portfolio Has a New Job in Retirement
For most of your working life, investing has one primary purpose: growth. You contribute to a 401(k), IRA, brokerage account, or pension plan and give…
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What Accounts Should I Consider If I Want to Save More?
Disclosures: This material is for informational purposes only and should not be considered investment advice. Past performance is no guarantee of future results. Investing involves…
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Strengthening Professional Relationships: Our Private Wine Tasting Event
At Portfolio Advisors Inc., some of our most valuable relationships extend beyond the work we do directly with our clients. Building strong connections with CPAs,…
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2026 Health Care Guide
Sponsored Content: Planning for the People Everyone Depends On Page 32-33 Financial Planning Considerations for Healthcare Professionals Maria Hernandez had just finished another long shift…
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Q2 2026 Market Recap: Markets Rebound!
The second quarter of 2026 is in the books. Market indexes moved higher, a stone’s throw away from all-time highs, but the backdrop wasn’t exactly…
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Manhattan Prospective Client Event
An Evening at The Manhattan: Connecting Over Financial Planning At Portfolio Advisors Inc., we believe some of the best conversations begin by simply getting to…
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Financial Focus Quarterly: Halfway There: A Practical Mid-Year Financial Checkup for Busy Professionals
June has a way of making the year feel like it suddenly hit fast-forward. One minute you are setting goals in January, and the next…
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