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.


When you join Portfolio Advisors, you join our family. Developing and maintaining strong personal relationships with our family of clients is fundamental to our way of doing business and one of the reasons why many of our clients have been with us since the beginning, over twenty years ago.

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 concerns, Dimensional Fund Advisors will be hosting an upcoming webinar titled US Elections and Markets: A Look at History. Here are the event details:

  • Date & Time: Friday, September 30that 8:30 a.m. PST
  • Topic Details: Join Dimensional's Jake DeKinder and Mark Gochnour for a conversation on the relationship between US elections and market performance. During the webcast, they will look at historical data and explain why capturing long-term returns in the capital markets does not depend on which party controls Congress. They will also offer perspective to help investors maintain a long-term investment approach regardless of election results.
  • Registration: Click here to register

 

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Upcoming Changes For Portfolio Advisors, Inc. & You

We are excited to share with you some upcoming changes to the client experience here at Portfolio Advisors, Inc.

First, in 2019, Charles Schwab announced the acquisition of TD Ameritrade. Since then, both companies have been working on merging various aspects of their respective entities and ultimately planning for the merging of the client and advisor facing platforms. We have been informed that such platforms and other client-facing materials will be changing this fall as a part of the final phase of the merger process. Our team is being updated on a regular basis as to the roll out of these changes. Thus far, we do not anticipate clients having to complete new account paperwork, however, we do anticipate some of the following changes:

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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 phone numbers are as follows:

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Portfolio Advisors, Inc. Team Profile

Allow me to reintroduce myself… Jessica Sadredin

Foreword by Tina Mistry, CFP® 

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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 following news this year:

  • The S&P 500 index is down 20% (as of 6/30/22)
  • Inflation is at 9.1% (as of 6/30/22)
  • Increasing interest rates and decreasing bond prices
  • Recession fears
  • Russia’s invasion of Ukraine
  • Monkeypox

Yes, we live in a scary and uncertain time, and it is often difficult to have a positive outlook amongst continued negative headlines. In times like these we are often asked, “How should current events affect how we invest going forward?” “What should investors be doing to protect themselves as well as possibly take advantage of the current environment?” We find that obtaining some perspective in tough market periods can often help investors stay disciplined and take appropriate action.

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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:

  • Date & Time:Wednesday, August 24th at 8:30 a.m. PST
  • Topic Details:Join Dimensional's Jake DeKinder and Mark Gochnour for a conversation on a range of topics recently capturing investor interest. During the webcast, they will discuss the recent performance of cryptocurrencies, FAANG stocks, US growth stocks, and markets outside the US. They will offer a perspective to reinforce key investment principles and help investors maintain a long-term approach during these challenging times.
  • Registration:Click Here to register

We welcome you to register for this event as well as forward the invite to anyone you may know who might benefit from attending!

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Annuities: You’ve Got ‘Em, We Want ‘Em! Well, Sorta…

By: Tina Mistry, CFP®

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 I have had around the topic, I have been provided with additional perspective on annuities along with considerations to share.

Annuities are meant to help investors generate a source of regular income from the assets initially used to purchase the annuity policy. Historically, they have been commission-based products often associated with high costs, hidden fees, and complex features. Further, as financial products have evolved over time, an investor can forget that they ever purchased a policy and lose sight of how these policies may best fit (or not) into their overall financial plan.  

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Market Corrections and the Long-Term Investor

By: Andrew James (AJ) Flores, CFP®

 

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Managing Finances as a Couple (Pt. 2) – Where do we go from here?

By: Andrew James (AJ) Flores, CFP®

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 our finances together (read here for Part 1 of this series!).  In this next installment, I will suggest some proactive steps you and your partner can work towards as you build on your shared financial future.

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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 might be overlooking four important factors that could help you accomplish more in 2022.

1. Values

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Latest Blogs

Portfolio Advisors
26 September 2022
We often are asked about how upcoming elections ...
Portfolio Advisors
06 September 2022
We are excited to share with you some upcoming c...
Portfolio Advisors
31 August 2022
Here at Portfolio Advisors, Inc., we are happy t...
Portfolio Advisors
23 August 2022
Allow me to reintroduce myself… Jessica Sadredin...
Portfolio Advisors
10 August 2022
Dimensional Fund Advisors will be hosting an upc...
Portfolio Advisors
24 February 2022
By: Andrew James (AJ) Flores, CFP® O...
Portfolio Advisors
02 February 2022
Resolutions and goal setting are all the rage th...

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