
Tina Mistry, CFP®
Mistry’s Money Moves

AJ Flores, CFP®
Fiscal Fitness with AJ

Jared Holaday
Holaday’s Huddle with Jared
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Philanthropy Guide 2025
The Philanthropy Guide 2025 spotlights the individuals, organizations, and initiatives making a profound impact across the Central Valley. From supporting underserved communities to fostering economic…
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Empowering Connections at the Central California Women’s Conference with Portfolio Advisors Inc
Central California Women’s Conference with Portfolio Advisors Inc Attending the Central California Women’s Conference (CCWC) this year was a major milestone for Portfolio Advisors Inc.—it…
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Regarding the Recent National Public Data Information Breach
National Public Data Breach You may have recently seen reports about a significant data breach at National Public Data, a data company that performs employee…
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Portfolio Advisors Inc Quarter 2 Market Update
Recent market performance has been like a box of fireworks: unpredictable, with both dazzling highs and occasional duds. As we conclude the second quarter of…
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Understanding Annuities: What You Need to Know
If you’ve ever wondered about annuities and how they can help with your finances, especially for retirement, you’ve come to the right place. Let’s break…
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Celebrating Community Spirit at EPU’s Fiesta De Los Niños
A Night to Remember The Portfolio Advisors team recently attended the annual Fiesta De Los Niños event hosted by EPU Children’s Center on May 4,…
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Preparing for a First Meeting with a Financial Advisor
Congratulations! You have scheduled your first meeting with a financial advisor to explore their services and how they can best help you. You’re taking an…
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From March Madness to Financial Victories: Slam Dunk Your Budgeting Game Plan
For many sports fans, March is an exhilarating month highlighted by the mania of basketball known as March Madness. As a devoted fan, I love…
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Happy Valentine’s Day Budgeting for Two: Finance Tips for Couples
Hey There, Lovebirds! February, the month of love, is the perfect time to chat about something super important in any relationship: handling money together. Whether…