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.

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.

When It's Value vs. Growth, History Is On Value's ...

Latest Blogs

Portfolio Advisors
29 June 2020
Portfolio Advisors continues to seek out ways t...
Portfolio Advisors
29 June 2020
Historically, value stocks have outperformed gro...
Portfolio Advisors
09 April 2020
Congratulations to our own Devin Watts who re...
Portfolio Advisors
09 April 2020
March 17, 2020Yep.  We’re officially in ...
Portfolio Advisors
20 March 2020
Due to concerns over the current health crisis w...
Portfolio Advisors
15 January 2020
Portfolio Advisors, Inc. will be closed for the ...
Jordan Naffa
30 August 2019
Typical conversations with financial advisors ha...
Portfolio Advisors
20 June 2019
Legislation passed by the House of Representativ...

Latest News

Contact Us

7571 N. Remington
Ave.#105
Fresno, CA 93711
559-432-8400