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Demystify Social Security
Transcript Introduction: Tina Mistry: AJ’s Introduction AJ Flores: Tina Mistry: Myths and Misconceptions about Social Security AJ Flores: Myth #1: Social Security Will Run Out…
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Year End Recap 2024!
Enjoy our 2024 Year End Recap! We appreciate all those who continue this journey with us.
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What You Need to Know About Seeking Financial Advice
Are you curious about how to navigate your financial journey with confidence? In this webinar, Tina Mistry, CFP®, and AJ Flores, CFP®, share expert insights…
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Fiduciary Financial Advisor, Fresno, CA | Portfolio Advisors Inc.
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…
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Financial Planning, Fresno CA | Portfolio Advisors
At Portfolio Advisors, we believe a finanical advisor should be more than just an investment manager, instead, your financial advisor should be a long-term partner…
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Dimensional Fund Advisors
For more than 30 years, Dimensional has been putting financial science to work for investors by translating compelling research into real-world investment solutions.
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Eugene Fama on Modern Finance
University of Chicago Booth Professor and Nobel prize winning economist Eugene Fama talks about the evolution of modern finance.
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Videos
Stay Ahead of the Curve
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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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