Blog
Mistry’s Money Moves
Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.
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The Retirement Expenses Nobody Warns You About
Most people enter retirement with a pretty good idea of what their major expenses will be. We anticipate things like housing, healthcare, and everyday living…
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“It’s the Most Wonderful Time of the Year… (Yes, Really — It’s Tax Season)”
By: Tina Mistry, CFP® April is here—and while most people hear “tax season” and think stress, deadlines, and paperwork… I’ll admit something: I love it.…
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TBJ Article – Reflections of a Woman in Business By Tina Mistry, CFP®
Reflections of a Woman in Business Transcript: I am honored to have this article accompany The Business Journal’s Women in Business / How She Leads…
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How to Prepare for a Financial Advisor Meeting
Get organized, set goals, and make the most of your session with Portfolio Advisors. Once you set the appointment for your first financial advisor meeting,…
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Principles Of Investment Management
Understand the timeless fundamentals that guide smart investing for long-term success. Successful investing is rarely driven by chance. It is shaped by enduring principles that…
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How to Manage Investment Risk
Why Risk Management Matters Maintaining investments requires some understanding of the risks you take with your money. Some investments present a lower level of risk, while others…
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How Investments Are Taxed
Why Taxes Matter for Investors When you evaluate your investments, you should factor tax liability into the mix. The date when you cash in an…
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Benefits of Estate Planning
When some people hear the words “estate planning,” they probably imagine it’s something only the very wealthy do. Although it’s true that high-net-worth individuals do…
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A Little Holiday Magic: 24 Easy Elf on the Shelf Ideas for Families By Tina Mistry, CFP® | President & CEO, Portfolio Advisors Inc.
The holidays bring a sense of joy, community, and tradition—and for many families, Elf on the Shelf is one of the most beloved parts of…
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Rooted in Values: A Conversation with Tina Mistry
In this episode of Embracing Layers: The F.E.E.L Podcast, host Melissa Crook sits down with community leader, first-generation trailblazer, and President & CEO of Portfolio…