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ABC30’s Watching Your Wallet: Financial Advisor, AJ Flores CFP® discuss “Where to start with investments”
Investing Basics: Understanding the Building Blocks of a Portfolio Featuring AJ Flores, CFP® FRESNO, Calif. (KFSN) — Investing can feel intimidating, especially when financial headlines…
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Day In The Life of Remy at The Office
A Day in the Life of Remy — Chief Morale Officer 🐾 At Portfolio Advisors Inc., our work is centered around helping clients navigate their…
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ABC30’s Watching Your Wallet: Financial Advisor, AJ Flores CFP® discuss “Tips to navigate inflation”
Managing Inflation: Practical Strategies to Protect Your Purchasing Power As households continue adjusting to rising costs, inflation remains a key concern for many families. Whether…
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Stronger Together – A Couple’s Guide to Money
Transcript: Stronger Together – A Couple’s Guide to Money Presenter: AJ Flores, CFP®Host & Introduction: Tina Mistry, CFP® Introduction: Tina Mistry opens the session by…
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ABC30’s Watching Your Wallet: Financial Advisor, Tina Mistry CFP® discuss “Getting a head start on education expenses”
Saving for Education: How to Start Planning for Future College Costs Planning ahead isn’t only for retirement. For many families, one of the biggest future…
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ABC30’s Watching Your Wallet: Financial Advisor, AJ Flores CFP® discuss “What to do if you’ve been scammed”
Protecting Your Finances After Online Shopping Season: What to Do If You Spot a Scam After a busy online shopping season, many people take a…
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ABC30’s Watching Your Wallet: Financial Advisor, Tina Mistry CFP® discuss “Making the most of health care benefits”
Planning for Healthcare in Retirement: What to Know Before You Leave the Workforce When people think about retirement planning, they often focus on savings goals…
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ABC30’s Watching Your Wallet: Financial Advisor AJ Flores, and Tina Mistry CFP® discuss “Starting 2026 right financially”
Watching Your Wallet: Starting 2026 right financially As a new year begins, many people set goals around their finances — whether that means paying down…
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2025 Recap Video Unwrapped
Looking Back on 2025: Celebrating 35 Years of Service, Community, and Purpose As 2025 comes to a close, we’ve taken time to reflect on what…
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All expressions of opinion reflect the judgment of the speakers as of the date of publication and are subject to change. Certain videos 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. Video 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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