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.

Portfolio Advisors' On-line Tools for Your Financial Questions

From time to time, you may have the need to calculate the cost of a loan, or you may need to calculate the impact of increasing or decreasing contributions to your retirement plan. You may be interested in knowing if it is better to lease or buy a new vehicle. Perhaps you are curious about whether an auto rebate is a preferable choice versus securing a lower interest rate.

A wide variety of on-line tools can be found on our website and can be helpful with these and other common financial questions. In addition to those mentioned, you can also find a 1040 tax calculator, an amortizing loan calculator and a Roth IRA Conversion calculator to name a few. These useful tools can all be found on the Portfolio Advisors website at Online Tools.

...
1550 Hits
Continue reading

Sharing the Wealth: The Case for Equities

Quiz Question: What do these companies have in common—Whitbread of the United Kingdom, Molson Coors of North America, Qantas of Australia, Honda of Japan, and Adidas of Germany?

Dimensional Funds Vice President, Jim Parker, provides the answer in his column “Sharing the Wealth: The Case for Equities”.

...
1665 Hits
Continue reading

Special Announcement

Portfolio Advisors, Inc. is proud to announce that Tina Mistry has completed her financial planning training and has passed the CFP® Certification Exam. She has obtained her Certified Financial PlannerTM certification, demonstrating that she has met the standards required by the CFP® Board.

1716 Hits
Continue reading

What Will You Remember From 2011?

The year 2011 could be remembered for the unsettling volatility seen in the S&P 500 index, a measure of large company US stocks. January offered a promising start with a 2% gain and by April, the S&P was up 8%. Wobbling followed during May and June, and volatility really began in mid-July with the index diving 17% in just 11 days. In August, the index rose or fell 4%+ on 5 of 6 consecutive days.

1614 Hits
Continue reading

New 1099 Schwab Reports

Happy New Year! We hope you and your family had a wonderful holiday season.

With the New Year comes along new reporting from Schwab for taxable accounts. The purpose of this posting is to address some new IRS tax reporting requirements and to explain how the changes might affect you.

2097 Hits
Continue reading

A Perspective for the New Year

I was listening to a news commentary on PBS last night and the discussion revolved around the state of the economy, 8 to 9% unemployment and the housing and financial mess that we continue to face. All agreed that these are indeed tough times. However, one of the guests reminded the others that tough times are not new and that over time we have always worked our way through seemingly impossible situations.

1627 Hits
Continue reading

A Word about Referrals

When you refer someone to us, we regard it as a sign of trust and a compliment of the highest order. Referrals, after all, are the lifeblood of our business and are the largest source of new business for our firm. As such, you should know that we will do everything we can to meet and exceed the expectations of people you refer to us.

1737 Hits
Continue reading

Thank You For Attending

Thanks to all for attending our “Investment Strategies in Turbulent Times” presentation held on Nov. 14 at California State University Fresno, University Business Center. There were over 90 in attendance.

1741 Hits
Continue reading

Market Turbulence

October was quite a month from an S&P 500 standpoint. The index grew 10.9%, its largest growth month since 1991. This growth spurt followed, as you may recall, 5 consecutive months of decline.

We’re certainly seeing big daily, weekly and monthly swings in stock market indices…. turbulent times indeed. But, with stock markets, shouldn’t we expect a degree of turbulence? Since 1980, for example, the average intra-year (that is, during each calendar year) S&P 500 decline exceeded 14%. Restated, the average high-to-low decline during those calendar years exceeded 14%.

1657 Hits
Continue reading

Changes Made to Website and Blog!

Thanks for taking a look at our updated website and blog! We have been hard at work to make the website compelling and relevant. We have also changed the look and functionality of our blog and we invite you to follow us by submitting your email address. When a new item posts, you will receive an email alerting you with a link to the item. We plan to add one or two new topical items per month and hope that you will find them interesting. Some other new blog functions include the ability to easily email an item to a friend, or to post it to your own blog. You will also be able to share the post through your own Twitter and Facebook pages.

1689 Hits
Continue reading

Latest Blogs

Portfolio Advisors
20 June 2019
Legislation passed by the House of Representativ...
Portfolio Advisors
20 June 2019
1. You’re financially ready.The most common q...
Portfolio Advisors
15 January 2019
Portfolio Advisors, Inc. will be closed for the ...
Portfolio Advisors
12 April 2018
Markets have been up and down this year, which can...
Portfolio Advisors
12 April 2018
You will recognize many of the headlines and voice...
Portfolio Advisors
12 April 2018
At Portfolio Advisors, we strive to achieve a posi...
Portfolio Advisors
12 April 2018
Whether you're retired or preparing for retirement...
Portfolio Advisors
29 January 2018
For many investors, 2017 was a paradox. The harder...
Mike Leffler
11 January 2018
By Mike Leffler  In taking a look at our clie...

Latest News

Contact Us

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