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    • form

      GUIDELINES TO FINANCIAL FREEDOM

  • Offices
    • Southern California
    • Northern California
    • Michigan
    • Virginia
    • Washington State
  • About
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How Nvidia is Shaping the S&P 500’s Performance in 2024​

How Nvidia is Shaping the S&P 500’s Performance in 2024

AFO2024-06-17T06:22:59+00:00

S&P 500 Update: Nvidia's surge drives one-third of year-to-date gains, reshaping portfolio analysis with its market impact.

June 17, 2024Investment, Stock
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Global Markets Trade Higher After April Sell-Off​

Global Markets Trade Higher After April Sell-Off

AFO2024-06-17T06:04:51+00:00

May Market Update: S&P 500 up 5.1%, Nasdaq hits new highs. Bond yields drop on easing inflation, sparking rebound amid economic swings.

June 17, 2024Investment, Wealth Management
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Financial Strategies for Doctors, Dentists and Surgeons​

Financial Strategies for Doctors, Dentists and Surgeons

AFO2024-06-17T15:11:34+00:00

Learn how doctors, dentists, and surgeons achieve financial stability through strategic planning, budgeting, and retirement saving for a secure future

June 12, 2024Investment, Retirement
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An Updated Timeline on Expected Interest Rate Cuts​

An Updated Timeline on Expected Interest Rate Cuts

AFO2024-05-19T06:58:14+00:00

Ten months have passed since the Federal Reserve last raised interest rates. The pause in rate hikes follows a 17-month period where the central bank raised interest rates by +5.00%. It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts...

May 19, 2024Investment, Stock, Wealth Management
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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
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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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Charting AI's Journey Through Earnings Transcripts

Charting AI’s Journey Through Earnings Transcripts

AFO2024-03-25T13:00:36+00:00

You have likely seen headlines and news reports discussing artificial intelligence as a major technological advancement. AI’s potential to transform everyday life has people talking about its use cases and the stock market buzzing about

March 25, 2024Investment
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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
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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
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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
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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