Arrowroot Family Office
Search
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Equity Compensation
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
BOOK A CALL
  • Home
  • Services
    • Wealth Management Services
      • Investment Management
      • Individual Retirement Account (IRA)
      • 529 Plan
      • Corporate Retirement Plan
    • Financial Planning Services
      • Equity Compensation
      • Financial Planning
      • Retirement Planning
      • Estate Planning
      • Tax Planning
    • Multi Family Office Services
      • Accounting
      • Tax Efficiency
      • M&A Advisory
      • Wealth Strategy
      • Family Governance
      • Philanthropic Initiatives
    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
  • Press
  • Contact
  • Client Login
  • BOOK A CALL
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
Read more +
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
Read more +
Stocks Trade Higher in February as the Rally Broadens Out​

Stocks Trade Higher in February as the Rally Broadens Out

AFO2024-03-14T17:26:34+00:00

Stocks Trade Higher in February as the Rally Broadens Out Written 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 services, which include tax-efficient advisory and financial...

March 14, 2024Family Office, Investment, Wealth Management
Read more +
Labor Market Strength: Why Hasn’t the U.S. Unemployment Rate Risen Further?​

Labor Market Strength: Why Hasn’t the U.S. Unemployment Rate Risen Further?

AFO2024-03-02T09:56:16+00:00

Few economic data points receive as much attention as the unemployment rate, which is calculated by dividing the number of unemployed individuals by the total labor force. It serves as a crucial gauge of labor market health and offers insight into the economy and consumer spending power. Figure 1 shows...

February 28, 2024Family Office, Financial Advisors, Financial Planners, Investment
Read more +

Multiple Stock Market Indices Set New All-Time Highs in January

AFO2024-03-02T09:57:49+00:00

Stocks traded higher to start the new year, with the S&P 500, NASDAQ 100, and Dow Jones Industrial Average each setting new all-time highs. In continuation of last year’s trend, the companies with the biggest market caps accounted for a substantial portion of the early-year gains. This leadership can be...

February 28, 2024Family Office, Financial Advisors, Financial Planners, Investment
Read more +
Tax Loss Harvesting: What Is It & How to Use It to Reduce You Tax Bill

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

AFO2023-12-14T09:41:09+00:00

Tax-loss harvesting is the act of selling securities at a loss to gain back and offset any capital gains tax owed from selling more profitable assets. This is a great strategy commonly used to help limit short-term capital gains, as this type of gain is commonly taxed at a higher...

December 14, 2023Family Office, Financial Advisors, Tax Planning
Read more +
Importance of Financial Advisory for Small Businesses​

Importance of Financial Advisory for Small Businesses

AFO2023-12-05T07:11:43+00:00

Running a small business can be a demanding and challenging endeavor. Business owners are often stretched thin across various responsibilities and tasks, including human resources, daily operations, and even legal. With so many obligations, it can be hard to focus on the crucial aspects of one’s business, including the necessary...

December 5, 2023Family Office, Financial Advisors, Investment
Read more +
S&P 500 Registers its Biggest Monthly Gain Since July 2022

S&P 500 Registers its Biggest Monthly Gain Since July 2022

AFO2023-12-16T08:58:32+00:00

The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates, with the 10-year Treasury yield falling to 4.36% from over 5% in October. For context, the -0.54% decline in the 10-year yield ranks among the biggest 1-month drops since December...

December 2, 2023Family Office, Financial Advisors, Investment, Wealth Management
Read more +
Fiduciary Financial Advisor: What It Is and How to Pick a Right One​

Fiduciary Financial Advisor: What It Is and How to Pick a Right One

AFO2024-01-21T09:29:15+00:00

Investing and saving for retirement can be a difficult undertaking, especially when the difficulties of managing the intricacies of life are apparent. How does one go about investing or saving and where can one go to get help or advice on the matter from a trusted professional? The answer often...

November 29, 2023Family Office, Financial Advisors, Investment
Read more +

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
Read more +
12Next  

Discover the Secrets of Financial Freedom​

Learn More

Services

Calculators

Links

Newsletter

  • 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
  • Equity Compensation
  • Traditional IRA Calculator
  • Roth IRA Calculator
  • M&A
  • Arrowroot Capital
  • Join Arrowroot
  • CPA Partnership
  • Press Releases
  • Careers
  • Events
  • Blogs
  • Clients Login
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