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.

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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Latest Blogs

Portfolio Advisors
26 September 2022
We often are asked about how upcoming elections ...
Portfolio Advisors
06 September 2022
We are excited to share with you some upcoming c...
Portfolio Advisors
31 August 2022
Here at Portfolio Advisors, Inc., we are happy t...
Portfolio Advisors
23 August 2022
Allow me to reintroduce myself… Jessica Sadredin...
Portfolio Advisors
10 August 2022
Dimensional Fund Advisors will be hosting an upc...
Portfolio Advisors
24 February 2022
By: Andrew James (AJ) Flores, CFP® O...
Portfolio Advisors
02 February 2022
Resolutions and goal setting are all the rage th...

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