AFO GUIDELINES TO FINANCIAL FREEDOM
AFO GUIDELINES TO FINANCIAL FREEDOM
AFO Quarterly Perspective on Asset Allocation & Financial Planning. With recent volatility in the markets, we wanted to share our AFO Quarterly Perspective on Asset Allocation & Financial Planning. “Time, not timing, is what matters” Was this content useful for you? ...
Arrowroot Family Office Global Economic Activity Report We are pleased to release our most recent Global Economic Activity Report, highlighting much of the data being sited in news cycles. Was this content useful for you? ...
SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE The second Secure Act (H.R. 5954) has passed the House in an overwhelming bipartisan fashion. While it must go through the Senate and be signed by the president, some version of it will likely get passed. Here are some of the...
Arrowroot Family office & DKS Tax and Consulting Partnership Arrowroot Family Office and DKS Tax and Consulting have announced a strategic partnership that will allow DKS Tax & Consulting clients access to holistic wealth management and family office services through Arrowroot’s AFO Wealth Management Forward Program. “Our program was built for...
When investing, people often wonder what is the best strategy(active or passive investment)? First, Active investing is buying and selling investments based on research or a set trigger. Active investors try to outperform the index they are tracking, like the S&P 500 index, which is made up of the largest publicly...
The loss of life, liberty, and resources we are witnessing in Ukraine is truly heartbreaking. Sadly, this is not an isolated event in history or even current day
Invest in Companies that Pay Qualified Dividends Most high income earners know that taxes on capital gains are lower than standard income taxes. For this reason, affluent individuals tend to invest, as that income won’t be subject to as much taxation. Depending on where you invest and with the right tax...
PRESS RELEASE – Mark McCarrron CFP Charlottesville, VA (BUSINESS WIRE)—Arrowroot Family Office, LLC “AFO”), a leading independent registered investment adviser (“RIA”)* that specializes in holistic financial planning, investment management & tax has acquired Bond Wealth Advisory, LLC, led by Mark McCarron CFP. Mr. McCarron adds financial planning and capital markets expertise...
Arrowroot Family Office continues growth of Wealth Management Business, Announces Inaugural Team in Michigan Marina del Rey, CA May 18, 2021, Arrowroot Family Office, LLC (“Arrowroot” or the “Firm”) today announced the expansion of its Private Wealth Management platform with the merger of The Athena Financial Group, the firm’s first Michigan-based private...
Arrowroot Family Office Establishes subadvisor relationship with Roundhouse Marina del Rey, CA, May 25, 2021 / Arrowroot Family Office, LLC, a boutique, registered investment advisor, with offices in California, Michigan and Virginia, today announced a new sub-advisory relationship with Roundhouse, a real estate investment and development team focused on the Mountain...