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.

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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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

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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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Cryptocurrency can best be summed up as “Everyth...
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