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.

Reflections

By Ken Hatfield

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CFP Designation Achieved

Congratulations are extended to AJ Flores for recently completing and passing his Certified Financial Planning course and board exam.  The designation is awarded to those that have completed rigorous course work and testing and is recognized as the standard of excellence for financial planners. 

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Elections Matter … But Your Life Transitions Are More Important

Many folks are feeling as much anxiety about the end of this contentious presidential election as they were feeling during the long months of campaigning. It’s impossible to predict with 100% accuracy what a new president and a new Congress are going to do. That feeling of uncertainty can send out ripples through our financial and political systems until we get a clearer picture of the agenda for the next four years.

As important as elections are, we believe that a solid financial plan gives you the tools to keep improving your Return on Life no matter what’s happening with our nation’s politics. Instead of fretting about what may or may not happen starting in January, try to focus on these three areas of your life that will help you control major transitions.

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How Much Impact Does the President Have on Stocks?

The anticipation building up to elections often brings with it questions about how financial markets will respond.  This interactive exhibit examines market and economic data for nearly 100 years of US presidential terms.  The data provided helps to reinforce the benefits of maintaining a long-term investment approach regardless of the administration in place.

Please click here to learn more and see how your favorite president did.

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New Tool Focuses on Return on Life Score

Portfolio Advisors continues to seek out ways to add value to our clients. As we look to build relationships with future clients and current clients, we have found a unique set of tools to help drive meaningful conversations surrounding your money.

Let us introduce you to Return on Life. Focusing first on your life and second on your money, our objective is to help you live your best life possible with the resources you possess. These collaborative tools will bring your life to the center of our planning discussions. Our conversations and future recommendations can be shaped in a way that helps you achieve your best life possible. To get started, click here to find out your Return on Life Index score. Upon completing your Return on Life Index, our office will be in touch to discuss your results. If you wish to schedule a time to learn more about our life-centered planning process, please find a time here that works best with your schedule.

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