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  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
Behavioral financial advisor (BFA): Definition, roles and qualities​

Behavioral financial advisor (BFA): Definition, roles and qualities

AFO2023-09-20T09:42:08+00:00

Behavioral financial advisor (BFA): Definition, roles and qualities Reviewed by: Rory Henry Rory Henry Director Rory Henry is an accredited Behavioral Financial Advisor, a methodology that combines traditional finance, psychology, and neuroscience. He is the Director at Arrowroot Family Office and Co-Founder of AFO Wealth Management Forward. He has been in the tax and financial...

September 20, 2023Blogs, Family Office, Investment, Wealth Management
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Exploring Retail Sales Data – A Key Indicator of U.S. Consumer Health

AFO2023-09-03T04:27:44+00:00

The U.S. consumer plays an important role in the economy, accounting for almost two-thirds of U.S. GDP. For this reason, investors and economists pay close attention to the consumer’s financial health and activity. One consumer metric that investors track is the Johnson Redbook Index, which measures the percentage change in...

September 2, 2023Investment, Wealth Management
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Stocks Trade Lower in August as Interest Rates Rise

AFO2023-09-03T04:27:35+00:00

The S&P 500 traded lower during the first half of August, at one point erasing all of July’s 3.3% gain. The sell-off occurred as investors worried about the potential for further interest rate hikes and increased bond issuance by the Treasury to fund government spending. Interest rates rose to levels...

September 2, 2023Investment, Wealth Management
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What to Do About Student Loans?​

What to Do About Student Loans?

AFO2023-07-29T14:06:31+00:00

The Supreme Court recently ruled that the Student Loan Forgiveness program could not move forward. After three years of not having to make payments, millions of borrowers will have to start repaying their loans this fall. Over 45 million Americans have student loan debts with the average balance over $30,000...

July 29, 2023Investment
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Comparing the Cost of Renting vs Buying in Today’s Market

Comparing the Cost of Renting vs Buying in Today’s Market

AFO2023-07-29T09:35:17+00:00

Rent vs buy – it’s a big question with big financial implications. Do you make a down payment, take out a mortgage, and build equity? Or do you rent, give yourself more financial flexibility, but miss out on the opportunity to build equity? This month’s chart, which tracks year-over-year growth...

July 29, 2023Investment, Wealth Management
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6 Reasons Why A Professional Advisor Can Transform Your Finances​

6 Reasons Why A Professional Advisor Can Transform Your Finances

AFO2023-07-06T06:12:29+00:00

Personal finance is a vital skill set that all individuals and families need to intimately understand and know in order to achieve financial health or financial freedom. In order to survive as a household, a financial plan needs to be set in place, and personal finance needs to be learned;...

July 6, 2023Blogs, Financial Advisors, Financial Planners
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Retirement Savings Contribution Credit (Saver’s Tax Credit)​

Retirement Savings Contributions Credit (Saver’s Credit)

AFO2023-07-06T05:41:19+00:00

Saving and investing are both important areas of finance individuals need to succeed in, yet many families often struggle to keep up with their expenses. Setting aside funding each month to fulfill retirement goals such as building up a retirement fund, saving for college education expenses, saving for family vacations,...

July 6, 2023Retirement
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Top Retirement Investment Workshops to Attend in 2023​

Top Retirement Investment Workshops to Attend in 2023

AFO2023-07-02T13:11:29+00:00

Understanding the intricacies of finance planning and retirement is a rather large and difficult undertaking for any individual or family, especially those without a formal financial education or degree. Retirement planning is one of the most crucial and important aspects of personal financial management that must be mastered by individuals...

June 18, 2023Blogs, Retirement
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Retirement Tips for Employers

Retirement Tips for Employers

AFO2023-07-02T13:12:42+00:00

Retirement is an important and significant milestone in an employee's life. As an employer, it is important to support and provide a crucial role in helping one’s employees prepare for a secure financial future. By implementing effective retirement plans and providing the correct support, one can ensure that employees are...

June 17, 2023Blogs, Retirement
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Single-Family Office vs. A Multi-Family Office​

Single-Family Office vs. A Multi-Family Office

AFO2023-07-02T13:13:16+00:00

Individuals and families want the best support, advisory services, and management when it comes to managing their wealth. With an aspect of life as important as finances, wealthy individuals and families have necessary requirements that demand exclusive financial services from wealth management firms and financial advisors.

June 17, 2023Blogs, Family Office, Investment
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  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 725 Barclay Circle, Suite 125, Rochester Hills, MI 48307
    (248) 453-5252
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Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

Form ADV Part 2.pdf

Form CRS .pdf

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2023 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A Mergers
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

Form ADV Part 2.pdf

Form CRS .pdf

    Terms & Condition | Privacy Policy | Web Accessibility
Copyright © 2023 Arrowroot Family Office – All rights reserved.
  • 4553 Glencoe Ave, Suite 201, Marina del Rey, CA 90292
    (310)566-5865
  • 2 Boars Head Ln, Suite 110, Charlottesville, VA 22903
    (626) 712-2090
  • 1107 Investment Blvd, Suite 160 El Dorado Hills, CA 95762
    (916) 384-0050
  • 705 Barclay Circle, Suite 215, Rochester Hills, MI 48307
    (248) 453-5252

Services

  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning

Links

  • M&A Mergers
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login

Newsletter

Arrowroot Family Office LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (“SEC”). Registration with the SEC does not constitute an endorsement by the SEC, nor does it imply that AFO has attained a certain level of skill or ability. Content should not be construed as legal or tax advice, AFO is not engaged in the practice of law or accounting.

Form ADV Part 2.pdf

Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility
Copyright © 2023 Arrowroot Family Office – All rights reserved.
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