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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Setting Achievable Financial Goals for the New Year
As we step into a fresh year, it’s a wonderful opportunity to set new goals, especially when it comes to our finances. Whether you’re just…
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Webinar Invitation
We often are asked about how upcoming elections and the current political climate impact stock market returns. To help address some of these questions and…
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Increased Communication Through Texting
Here at Portfolio Advisors, Inc., we are happy to announce that we are able to communicate with all of you via text messaging! First, our texting…
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Portfolio Advisors, INC. Team Profile
In this installment of team profiles, it is my pleasure to reintroduce you to one of our most seasoned team members at Portfolio Advisors, Inc.,…
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Mistry’s Musings: Providing a Little perspective During a Rough Market
Just when we thought we might catch a break in 2022, after experiencing a global pandemic the last two years, we are hit with the…
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Webinar Invitation
Dimensional Fund Advisors will be hosting an upcoming webinar titled Recent Market Lessons on Crypto, FAANG Stocks, & International Markets. Here are the event details: We…
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Annuities: You’ve Got ‘Em, We Want ‘Em! Well, Sorta…
Let’s talk about one of my least favorite topics, annuities! They are complicated, can be costly, and frankly, can be hard to comprehend. However, in some recent conversations…
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Market Corrections and the Long-Term Investor
On Tuesday, the S&P 500 entered correction territory––a decline of at least 10% from the previous high––following aggressive positioning at the Russo-Ukraine border. We as investors…
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Managing Finances as a Couple (PT. 2) – Where Do We Go From Here?
In my previous article in this series, I provided a few ideas that Jillian and I found useful as we made the decision to manage…
