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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Mistry’s Musings: Lessons Learned from 2021

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 the last 2 years. When I first saw the title of this segment, it made me chuckle, but I could not overlook how much I actually agreed with it. In 2021, the headlines continued to be dominated by pandemic concerns in addition to concerns around inflation and government debt. However, with the distribution of vaccines and reduction of lockdowns, we were able to see the beginnings of an economic recovery. We have a long way to go as businesses continue to face many challenges including labor shortages and supply chain issues, but in my opinion, 2021 was an improvement upon 2020.

The biggest surprise of them all? Stock market performance. Markets continued to set records throughout 2021 as the S&P 500 Index had a return of 28.7% for the year and the MSCI World ex USA Index, representing developed international markets, increased 12.6%. (For a comprehensive recap of market performance, I highly recommend reading Dimensional Fund Advisors latest article Market Review 2021: A Recovery Amid Challenges by clicking here.)..

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Giving Back To The Community That Means So Much To Us

By: The Portfolio Advisors, Inc. Team

‘Tis the season for giving! The Portfolio Advisors, Inc. Team wanted to start a new tradition this year by giving back to various community organizations that mean a great deal to each of us. Our company will be making a donation to each of the following organizations selected by each of our team members. Please read below about these organizations and our personal connection to them...

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Managing Finances as a Couple – Approaching the Money Talk

By: Andrew James (AJ) Flores, CFP®

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 I recently purchased our first home together (read about our homebuying experience here!), and what was definitely a significant step for us as a couple was made easier by first establishing a foundation for managing our finances...

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Mistry’s Musings – 30 Years is Cause to Celebrate!!!

As we head into the holiday season and wrap up the year that is/was 2021, I would like to recognize a couple of major milestones: the 40th year anniversary of Dimensional Funds Advisors plus Portfolio Advisors' 30th anniversary of partnering with Dimensional Fund Advisors. (Executive Chairman & Founder David Booth wrote a great article reflecting upon his 40 year journey. You may click here to read his article.)

It was 1991 when the founder of Portfolio Advisors, Gary Leffler, was looking for a new way to do business and better serve clients.  Specifically, he was interested in changing to a business model that was not transactional or commission based.  This, he reasoned, would help to foster client centric decisions.  Gary was also looking for a mutual fund family that embraced key philosophical beliefs that allowed for broad portfolio diversification and minimized costs. ..

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Building a Fulfilling Schedule in Retirement

Your IRA and 401(k) haven’t magically grown all by themselves. Your nest egg is the result of years of planning and hard work.

Unfortunately, many seniors don’t realize that their retirement schedules aren’t going to fill themselves in either. Our most successful retirees have put just as much thought and preparation into how they’ll spend their time as they have into how they’ll spend their money...

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Upcoming Webinar: Fintech Trends with Marco Di Maggio

Cryptocurrency can best be summed up as “Everything you don’t understand about money combined with everything you don’t understand about computers.” (Source: HBO’s Last Week Tonight with John Oliver) As we continue to educate ourselves and keep an eye on the developing industry that is cryptocurrency, we would like to invite you to an upcoming webcast hosted by Dimensional Fund Advisors: Fintech Trends with Marco Di Maggio on Tuesday, October 12th at 8:30 a.m. PST. (Please click here to register.) Marco Di Maggio, Harvard economist and renowned fintech and cryptocurrency expert, offers deeper insights into how advances in blockchain technology and digital currency may impact the financial services industry, business, and society.

·         Featured Topics:..

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Catch the Replay by Dimensional - 2021 Hot Topics: Inflation, Crypto, & Market Highs

Dimensional Fund Advisors hosted a webinar on Friday, September 10th regarding the recent media headlines around inflation, cryptocurrency, and current market levels. We find it helpful to our clients to provide perspective regarding these hot topics outside of the major media headlines. When it comes to the markets, research and data can help temper feelings and emotions in order to help us make sound and objective financial decisions. Please click here to view the webinar replay (approximately 45 minutes) and enjoy! We, at Portfolio Advisors, Inc., welcome any follow up questions you may have...

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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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Latest Blogs

Portfolio Advisors
26 September 2022
We often are asked about how upcoming elections a...
Portfolio Advisors
06 September 2022
We are excited to share with you some upcoming ch...
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Here at Portfolio Advisors, Inc., we are happy to...
Portfolio Advisors
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Allow me to reintroduce myself… Jessica Sadredin ...
Portfolio Advisors
10 August 2022
Dimensional Fund Advisors will be hosting an upco...
Portfolio Advisors
24 March 2022
By: Tina Mistry, CFP® Let’s talk about one of my...
Portfolio Advisors
24 February 2022
By: Andrew James (AJ) Flores, CFP®   On Tue...
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By: Andrew James (AJ) Flores, CFP® In my previous...
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02 February 2022
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559-432-8400

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