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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

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…

March 24, 2022
AJ Flores

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…

February 24, 2022
AJ Flores

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…

February 10, 2022
Portfolio Advisors

Make 2022 The Best Year Yet

Resolutions and goal setting are all the rage this time of year. But as excited as you’re feeling about your New Year’s to-do list, you…

February 2, 2022
Tina Mistry

Mistry’s Musings: Lessons Learned From 201

One of my favorite late night TV show hosts best summarized 2021 in the title of one of his segments: 2021: The least bad year of…

January 24, 2022
AJ Flores

Managing Finances as a Couple – Approaching The Money Talk

As we progress through this holiday season, I remind myself to dedicate time to reflect on the things I am thankful for. Notably, Jillian and…

November 19, 2021

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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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