Here are my year-end tax planning tips
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.
Rising Manufacturing Orders Signal Future Economic Growth
AFO2024-05-19T06:58:04+00:00The 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
Key Updates on the Economy & Markets
AFO2024-05-09T17:56:01+00:00Stocks 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
Key Benefits of Year-End Tax Loss Harvesting
AFO2023-11-29T12:21:46+00:00In 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
Financial advisor for business owners: Tips & services
AFO2023-11-01T10:52:59+00:00A 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
The S&P 500’s Concentration Offers a Lesson on Diversification
AFO2023-10-28T18:48:00+00:00The 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
Client Letter | 3Q 2023 Recap & 4Q 2023 Outlook
AFO2023-10-28T18:37:51+00:00Stocks 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
Why Interest Rates Could Remain High Heading Into 2024
AFO2023-10-28T18:40:41+00:00The 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
Behavioral financial advisor (BFA): Definition, roles and qualities
AFO2023-10-07T10:06:21+00:00Behavioral 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
6 Reasons Why A Professional Advisor Can Transform Your Finances
AFO2023-07-06T06:12:29+00:00Personal 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