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.

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.


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.


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. 


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.


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.

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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


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.


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!


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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