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    • Multi Family Office Services
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    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
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How Nvidia is Shaping the S&P 500’s Performance in 2024​

How Nvidia is Shaping the S&P 500’s Performance in 2024

AFO2024-06-17T06:22:59+00:00

S&P 500 Update: Nvidia's surge drives one-third of year-to-date gains, reshaping portfolio analysis with its market impact.

June 17, 2024Investment, Stock
Read more +
Global Markets Trade Higher After April Sell-Off​

Global Markets Trade Higher After April Sell-Off

AFO2024-06-17T06:04:51+00:00

May Market Update: S&P 500 up 5.1%, Nasdaq hits new highs. Bond yields drop on easing inflation, sparking rebound amid economic swings.

June 17, 2024Investment, Wealth Management
Read more +
Financial Strategies for Doctors, Dentists and Surgeons​

Financial Strategies for Doctors, Dentists and Surgeons

AFO2024-06-17T15:11:34+00:00

Learn how doctors, dentists, and surgeons achieve financial stability through strategic planning, budgeting, and retirement saving for a secure future

June 12, 2024Investment, Retirement
Read more +
Why Employee-Owned Firms are the Ideal Choice for RIA Mergers and Acquisitions

Why Employee-Owned Firms are the Ideal Choice for RIA Mergers and Acquisitions

AFO2024-05-27T05:34:42+00:00

As the landscape of Registered Investment Advisors (RIAs) continues to evolve, the topic of mergers and acquisitions (M&A) has become increasingly prominent. The allure of consolidation, growth opportunities, and potential financial gains has led many firms to explore M&A as a strategic avenue for expansion. However, amidst the flurry of...

May 27, 2024Family Office, Financial Advisors, Financial Planners
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An Updated Timeline on Expected Interest Rate Cuts​

An Updated Timeline on Expected Interest Rate Cuts

AFO2024-05-19T06:58:14+00:00

Ten months have passed since the Federal Reserve last raised interest rates. The pause in rate hikes follows a 17-month period where the central bank raised interest rates by +5.00%. It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts...

May 19, 2024Investment, Stock, Wealth Management
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Rising Treasury Yields Cause Stocks & Bonds to Trade Lower​

Rising Treasury Yields Cause Stocks & Bonds to Trade Lower

AFO2024-05-19T06:57:57+00:00

The S&P 500 traded lower for the first time in six months. The magnitude of the sell-off was relatively small at -4.0%, but it ended the S&P 500’s 5-month rally. A rapid rise in Treasury yields contributed to the move lower in equities, with the 10-year yield rising +0.48% to...

May 12, 2024Family Office, Investment
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IoT Analytics Industry Report

AFO2024-05-11T15:32:38+00:00

Arrowroot-Advisors_IoTAnalytics Download

May 11, 2024Press Releases
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Rising Manufacturing Orders Signal Future Economic Growth

AFO2024-05-19T06:58:04+00:00

The Institute of Supply Management (ISM) conducts a monthly survey that focuses on the manufacturing industry. The survey asks purchasing and supply managers from over 400 manufacturing companies and 20 different industries (i.e., the individuals who manage their firm’s supply chains) about their business and operations. Survey questions ask about...

May 3, 2024Blogs, Investment
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Key Updates on the Economy & Markets

AFO2024-05-09T17:56:01+00:00

Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way.

April 15, 2024Blogs
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Asset Allocation & Financial Planning Q2 2024

AFO2024-04-15T16:32:11+00:00

AAFP-2Q2024-kthsdtr_04.03.2024 Download

April 15, 2024Press Releases
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  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 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 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
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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.


AFO Form ADV
(Part 2A & Part 2B)

AFO – ADV Part 3
Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Services

Links

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 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 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427
  • Investment Management
  • 529 Plan
  • IRA
  • 403(b)
  • 401(k)
  • Corporate retirement
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • M&A
  • 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.


AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

  • 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292
    (833) 224-2249
  • 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 215, Rochester Hills, MI 48307
    (248) 453-5252
  • 950 Broadway, Suite M100, Tacoma WA 98402
    (253) 858-2427

Services

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

Calculators

  • Traditional IRA Calculator
  • Roth IRA Calculator

Links

  • M&A
  • 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.

AFO Form ADV (Part 2A & Part 2B)

AFO – ADV Part 3 Form CRS

    Terms & Condition | Privacy Policy | Web Accessibility

Copyright © 2025 Arrowroot Family Office – All rights reserved.

Please note that you are exiting Arrowroot Family Office's website and entering one of a separate company. Arrowroot Family Office does not recommend or confirm any information on this site. Please read all disclosures on Arrowroot Family Office's website and that of the company's page you are about to enter. Continue Cancel