Blog - Arrowroot Family Office

Tax Loss Harvesting: What Is It & How to Use It to Reduce You Tax Bill

Tax-loss harvesting is the act of selling securities at a loss to gain back and offset any capital gains tax...

Running a small business can be a demanding and challenging endeavor. Business owners are often stretched thin across various responsibilities...

The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates,...

Investing and saving for retirement can be a difficult undertaking, especially when the difficulties of managing the intricacies of life...

In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock...

A business financial advisor is a financial professional who provides business advising or guidance to businesses for compensation. These advisors...

How Tax Credits Can Play a Big Role for Small Businesses b4b-tax-incentives-2023 Download

The S&P 500’s Concentration Offers a Lesson on Diversification Written by: Susan Smith (CFA) & John Smith (CFP) Reviewed by: Rob Santos Rob...

Stocks and bonds were both impacted by a chain of events during the third quarter. It started with rising oil...

October 28, 2023Blogs, Investment