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.

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Latest Blogs

Portfolio Advisors
Portfolio Advisors
19 November 2021
Managing Finances as a Couple – Approaching the Money Talk
Managing Finances as a Couple – Approaching the Money Talk
By: Andrew James (AJ) Flores, CFP®As we progr...
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Portfolio Advisors
Portfolio Advisors
15 October 2021
Mistry’s Musings – 30 Years is Cause to Celebrate!!!
Mistry’s Musings – 30 Years is Cause to Celebrate!!!
As we head into the holiday season and wrap up t...
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Portfolio Advisors
Portfolio Advisors
15 October 2021
Building a Fulfilling Schedule in Retirement
Building a Fulfilling Schedule in Retirement
Your IRA and 401(k) haven’t magically grown all ...
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Portfolio Advisors
Portfolio Advisors
04 October 2021
Upcoming Webinar: Fintech Trends with Marco Di Maggio
Upcoming Webinar: Fintech Trends with Marco Di Maggio
Cryptocurrency can best be summed up as “Everyth...
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Portfolio Advisors
Portfolio Advisors
22 September 2021
Catch the Replay by Dimensional - 2021 Hot Topics: Inflation, Crypto, & Market Highs
Catch the Replay by Dimensional - 2021 Hot Topics: Inflation, Crypto, & Market Highs
Dimensional Fund Advisors hosted a webinar on Fr...
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Portfolio Advisors
Portfolio Advisors
31 August 2021
Upcoming Events: September Webinar & Mutual Fund ETF Conversions
First, the Portfolio Advisors Team would like to...
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Portfolio Advisors
Portfolio Advisors
25 August 2021
Things I Wish I Knew Before Shopping for a Home
Things I Wish I Knew Before Shopping for a Home
By: Andrew James (AJ) Flores, CFP®As a financ...
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Portfolio Advisors
Portfolio Advisors
22 July 2021
Mistry’s Musings – A Fifteen Year Journey
Mistry’s Musings – A Fifteen Year Journey
 This year marks my 15th year at Portfol...
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Portfolio Advisors
Portfolio Advisors
14 July 2021
The Advance Child Tax Credit – Are You Eligible, And Should You Opt Out?
The Advance Child Tax Credit – Are You Eligible, And Should You Opt Out?
By: Andrew James (AJ) Flores, CFP®The America...
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Portfolio Advisors
Portfolio Advisors
23 June 2021
The American Families Plan Proposal – Are Your Taxes Affected?
The American Families Plan Proposal – Are Your Taxes Affected?
By: Andrew James (AJ) Flores, CFP®The America...
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