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
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
Read more +
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
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 +
Rates vs Reality: Why Higher Interest Rates Haven't Impacted the Economy Yet​

Rates vs Reality: Why Higher Interest Rates Haven’t Impacted the Economy Yet

AFO2023-12-16T12:09:26+00:00

The Federal Reserve has raised interest rates by more than 5% since March 2022. It’s been the fastest pace of tightening in decades, but data shows the economy has been resilient thus far. The U.S. economy grew at a 5.2% annualized pace in the third quarter, which was the fastest...

December 16, 2023Investment, Wealth Management
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 +
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
Read more +

Exploring Retail Sales Data – A Key Indicator of U.S. Consumer Health

AFO2023-09-03T04:27:44+00:00

The U.S. consumer plays an important role in the economy, accounting for almost two-thirds of U.S. GDP. For this reason, investors and economists pay close attention to the consumer’s financial health and activity. One consumer metric that investors track is the Johnson Redbook Index, which measures the percentage change in...

September 2, 2023Investment, Wealth Management
Read more +

Stocks Trade Lower in August as Interest Rates Rise

AFO2023-09-03T04:27:35+00:00

The S&P 500 traded lower during the first half of August, at one point erasing all of July’s 3.3% gain. The sell-off occurred as investors worried about the potential for further interest rate hikes and increased bond issuance by the Treasury to fund government spending. Interest rates rose to levels...

September 2, 2023Investment, Wealth Management
Read more +
Comparing the Cost of Renting vs Buying in Today’s Market

Comparing the Cost of Renting vs Buying in Today’s Market

AFO2023-07-29T09:35:17+00:00

Rent vs buy – it’s a big question with big financial implications. Do you make a down payment, take out a mortgage, and build equity? Or do you rent, give yourself more financial flexibility, but miss out on the opportunity to build equity? This month’s chart, which tracks year-over-year growth...

July 29, 2023Investment, Wealth Management
Read more +
Multi Family Office: Definition, Services and advantages​

Multi Family Office: Definition, Services and advantages

AFO2023-07-02T13:13:40+00:00

Achieving financial stability and security is an important aspect of life for all individuals and families. For individuals with a background or work experience in the financial industry, this task can be achieved without the assistance of a financial professional. However, for

June 17, 2023Blogs, Family Office, Investment, Wealth Management
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