Portfolio Advisors Blog

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.

Upcoming Events: September Webinar & Mutual Fund ETF Conversions

First, the Portfolio Advisors Team would like to invite you to an upcoming webinar hosted by Dimensional Fund Advisors:

  • Title: 2021 Hot Topics: Inflation, Crypto, and Market Highs
  • Date & Time: Friday, September 10, 8:30 am PT

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Things I Wish I Knew Before Shopping for a Home

By: Andrew James (AJ) Flores, CFP®

As a financial planner, there were certain aspects of the home buying process I felt I was well-equipped to tackle.  I was on top of my credit standing, I was familiar with the characteristics of a loan, and I was comfortable with planning out the household budget.  Still, as with any novel endeavor, there was plenty my significant other and I could only learn along the way.  Here are seven things I wish we had known before becoming first-time home buyers.

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Mistry’s Musings – A Fifteen Year Journey

 

This year marks my 15th year at Portfolio Advisors. As a 20-year-old college student at the Craig School of Business at Fresno State in 2006, I was offered an entry level position with the firm. I had no idea where this journey that began in 2006 would lead me, but I was filled with optimism and enthusiasm as I began to learn the ropes in a privately owned financial services company. Little did I know at the time that my journey would lead to me one day becoming President/CEO and owner at Portfolio Advisors. My journey was not an easy one, but I was blessed with two great mentors early on, the original owners of the firm, Gary and Mike Leffler. With their support and encouragement, I was determined to learn the business from the ground floor up. Boy, am I glad I did!

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The Advance Child Tax Credit – Are You Eligible, And Should You Opt Out?

By: Andrew James (AJ) Flores, CFP®

The American Rescue Plan, signed into law on March 11th, includes among other things an expansion of the Child Tax Credit.  This legislation increased the maximum annual tax credit from $2,000 per child under age 17 to $3,000 per child under age 18 or $3,600 per child under the age of 6.  Additionally, the Child Tax Credit has gone from being only partially refundable to being fully refundable.

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The American Families Plan Proposal – Are Your Taxes Affected?

By: Andrew James (AJ) Flores, CFP®

The American Families Plan (AFP) is a proposal put forth by the Biden administration meant to fund new federal education and family programs. 

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A Simple Approach to Budgeting Before & During Retirement

By: Devin Watts, CFP®

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Introducing a New Dimensional Fund Solution to Address Inflation & Interest Rate Risks

By: Jordan Naffa, LUTCF®

The Biden administration recently announced that about half of the country’s adults are fully vaccinated against the Coronavirus. As a result, states are preparing to get back to normal by lifting capacity and distancing restrictions for most businesses and activities. Many economists believe that the United States could enjoy its fastest year of growth in decades. In light of the good news, the Consumer Price Index (CPI) rose to an average of 4.2% in April. These levels have not been seen since the financial crisis of 2008. The adverse effects of inflation from an overheated economy and low-interest-rate environments are topics of discussion advisors are often addressing with their clients.

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This Week’s IRS Announcement & A Different Approach to Maximizing IRA Contributions

By: Andrew James (AJ) Flores, CFP®

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Start Making Plan for Travel Now

The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year.

Those shots have also inspired a sharp rise in travel bookings among folks who are hoping it will finally be safe to jump on an airplane and lounge at a luxury hotel in the spring or summer of 2021.

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You Only Live Once, So Plan Well

Since the end of January, #YOLO has been a rallying cry on internet message boards where amateur investors have driven up stock prices for video game retailer GameStop and movie theatre chain AMC. And while everyone should have opportunities to build wealth via the markets, we believe this particular group of rebels are only half-right about their investment strategy.

It’s true that “you only live once,” and you need to make the most of the financial opportunities available to you. But that’s exactly why we prefer measured, long-term financial planning to short-term speculation.

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By: Andrew James (AJ) Flores, CFP®As a financ...
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 This year marks my 15th year at Portfol...
Portfolio Advisors
08 March 2021
The first wave of COVID-19 vaccinations has lift...
Portfolio Advisors
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