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.

The American Families Plan Proposal – Are Your Taxes Affected?

By: Andrew James (AJ) Flores, CFP®

The American Families Plan (AFP) is a proposal put forth by the Biden administration meant to fund new federal education and family programs. 

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A Simple Approach to Budgeting Before & During Retirement

By: Devin Watts, CFP®

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Introducing a New Dimensional Fund Solution to Address Inflation & Interest Rate Risks

By: Jordan Naffa, LUTCF®

The Biden administration recently announced that about half of the country’s adults are fully vaccinated against the Coronavirus. As a result, states are preparing to get back to normal by lifting capacity and distancing restrictions for most businesses and activities. Many economists believe that the United States could enjoy its fastest year of growth in decades. In light of the good news, the Consumer Price Index (CPI) rose to an average of 4.2% in April. These levels have not been seen since the financial crisis of 2008. The adverse effects of inflation from an overheated economy and low-interest-rate environments are topics of discussion advisors are often addressing with their clients.

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This Week’s IRS Announcement & A Different Approach to Maximizing IRA Contributions

By: Andrew James (AJ) Flores, CFP®

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Start Making Plan for Travel Now

The first wave of COVID-19 vaccinations has lifted many spirits and raised expectations for the new year.

Those shots have also inspired a sharp rise in travel bookings among folks who are hoping it will finally be safe to jump on an airplane and lounge at a luxury hotel in the spring or summer of 2021.

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Latest Blogs

Portfolio Advisors
25 August 2021
By: Andrew James (AJ) Flores, CFP®As a financ...
Portfolio Advisors
22 July 2021
 This year marks my 15th year at Portfol...
Portfolio Advisors
08 March 2021
The first wave of COVID-19 vaccinations has lift...

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