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Retirement Asset Allocation & Financial Planning

Arrowroot Family Office Asset Allocation & Financial Planning
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AFO Quarterly Perspective on Asset Allocation & Financial Planning. With recent volatility in the markets, we wanted to share our

Retirement Global Economic Activity Report

Arrowroot Family Office Global Economic Activity Report
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Arrowroot Family Office Global Economic Activity Report We are pleased to release our most recent Global Economic Activity Report, highlighting

Retirement SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE

SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE​
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SECURE ACT 2.0 WOULD BENEFIT MANY RETIREES AND YOUNG PEOPLE The second Secure Act (H.R. 5954) has passed the House

Press Releases

AFO & DSK PARTNERSHIP​
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Arrowroot Family office & DKS Tax and Consulting Partnership Arrowroot Family Office and DKS Tax and Consulting have announced a

Investment Active vs. passive investment: How to choose the right strategy

Active vs. passive investment: How to choose the right strategy
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When investing, people often wonder what is the best strategy(active or passive investment)? First, Active investing is buying and selling

Press Releases The war in Ukraine

The war in Ukraine
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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

TAX PLANNING Tax Planning Strategies for High Net Worth Individuals

Tax Planning Strategies for High Net Worth Individuals
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Despite how the media headlines make it look, the tax rate for high income earners is usually higher than for

Press Releases

PRESS RELEASE – Mark McCarrron CFP
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PRESS RELEASE – Mark McCarrron CFP Charlottesville, VA (BUSINESS WIRE)—Arrowroot Family Office, LLC “AFO”), a leading independent registered investment adviser

Press Releases

Arrowroot Family Office continues growth of Wealth Management Business, Announces Inaugural Team in Michigan
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Arrowroot Family Office continues growth of Wealth Management Business, Announces Inaugural Team in Michigan Marina del Rey, CA May 18,

Press Releases

Arrowroot Family Office Establishes subadvisor relationship with Roundhouse
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Arrowroot Family Office Establishes subadvisor relationship with Roundhouse Marina del Rey, CA, May 25, 2021 / Arrowroot Family Office, LLC,