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      GUIDELINES TO FINANCIAL FREEDOM

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    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
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Here are my year-end tax planning tips

ramtin2024-12-18T22:32:14+00:00

If you haven't already, now is the time to talk to your Tax Pro about whether it makes sense to take Bonus Depreciation or Section 179 deductions before the end of the year.

December 18, 2024Blogs, Tax Planning
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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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Key Benefits of Year-End Tax Loss Harvesting

AFO2023-11-29T12:21:46+00:00

In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock market can be volatile and doesn’t always trade on a straight upward trajectory. No one wants their investments to decline, but when the market does trade lower, it's possible to...

November 29, 2023Blogs, Family Office, Financial Advisors, Tax Planning
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Financial advisor for business owners: Tips & services​

Financial advisor for business owners: Tips & services

AFO2023-11-01T10:52:59+00:00

A business financial advisor is a financial professional who provides business advising or guidance to businesses for compensation. These advisors are licensed to provide various services such as investment management, tax planning, debt management, budget assistance, and financial planning for businesses. These advisors can act as a “one-stop-shop” for a...

November 1, 2023Blogs, Family Office, Financial Advisors, Financial Planners, Investment
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The S&P 500’s Concentration Offers a Lesson on Diversification​

The S&P 500’s Concentration Offers a Lesson on Diversification

AFO2023-10-28T18:48:00+00:00

The S&P 500’s Concentration Offers a Lesson on Diversification Written by: Susan Smith (CFA) & John Smith (CFP) Reviewed by: Rob Santos Rob Santos Chief Executive Officer As CEO and founder of Arrowroot Family Office, I specialize in the overall management of the firm. I also work with affluent families on providing bespoke family office...

October 28, 2023Blogs, Investment, Uncategorized
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Client Letter | 3Q 2023 Recap & 4Q 2023 Outlook​

Client Letter | 3Q 2023 Recap & 4Q 2023 Outlook

AFO2023-10-28T18:37:51+00:00

Stocks and bonds were both impacted by a chain of events during the third quarter. It started with rising oil prices, which caused inflation to re-accelerate in August. The rebound in inflation contributed to a sharp rise in interest rates, with the 10-year Treasury yield rising above 4.50%. The rise...

October 28, 2023Blogs, Investment
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Why Interest Rates Could Remain High Heading Into 2024

Why Interest Rates Could Remain High Heading Into 2024

AFO2023-10-28T18:40:41+00:00

The current economic environment is drawing comparisons to the 1970s. In the early 1970s, oil prices surged following OPEC’s oil embargo, and U.S. fiscal deficits expanded as government spending increased. Today, oil prices are elevated due to supply concerns, and fiscal deficits are expanding as the government invests in infrastructure...

October 28, 2023Blogs, Investment
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Behavioral financial advisor (BFA): Definition, roles and qualities​

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

AFO2023-10-07T10:06:21+00:00

Behavioral financial advisor (BFA): Definition, roles and qualities Compliance Oversight by: MCO MCO MyComplianceOffice A complete compliance management software platform that helps financial services firms unify their activities across conduct and regulatory compliance. Finance is often seen as a purely logical field of study; however, individuals often overlook the emotional and behavioral parts of personal...

September 20, 2023Blogs, Family Office, Investment, 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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  • 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