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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.

Tina Mistry, CFP®

Mistry’s Money Moves

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AJ Flores, CFP®

Fiscal Fitness with AJ

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Jared Holaday

Holaday’s Huddle with Jared

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Tina Mistry

Tips for Tax Season

Tax season is hardly anyone’s idea of a fun time, but for many people the calendar flipping over to April can feel like being led…

March 20, 2025
Jared Holaday

March Madness and Money: A Playbook for Young Professionals

March Madness is here again, bringing buzzer-beaters, Cinderella stories, and championship dreams. For sports fans like me, it’s the most exciting time of the year.…

March 14, 2025
Portfolio Advisors

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…

January 30, 2025
Portfolio Advisors

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…

September 20, 2024
AJ Flores

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…

August 21, 2024
AJ Flores

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…

July 12, 2024
AJ Flores

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…

June 28, 2024
Portfolio Advisors

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,…

June 26, 2024
Tina Mistry

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…

May 30, 2024

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All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Certain blog posts may describe the firm or its professionals’ thoughts or opinions as of a specific prior date. Due to various factors, including changing market conditions, that information may no longer be reflective of current opinions. While the information presented is believed to be factual and up to date, the firm does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. No visitor should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Portfolio Advisors, Inc. or from any other investment professional. Blog content should not serve as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced herein. Portfolio Advisors, Inc. is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Website visitors, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.

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