Arbor Articles and Insights

Economic Insights written by Dr. Peter Jankovskis and other articles of interest provided by your Arbor Financial Team

Arbor recently completed its quarterly review and rebalancing of client portfolios. Overall, the rebalancing trades sold stocks and purchased bonds to bring portfolios back to their targeted stock/bond allocations.  This is not surprising, given that stocks rallied strongly and outperformed bonds during the fourth quarter. What was surprising was that the type of stocks being...

In 2019 Congress took an important step in improving retirement opportunity for Americans by passing the Secure Act that incentivized saving for retirement and increasing access to workplace plans. The legislation proved to need further refining and direction to reach its true goals. In December 2022, Secure Act 2.0 was passed by Congress. Below are...

Your Financial First Aid Kit: Handling Unemployment

Job loss: Though it’s likely to happen to everyone at some point, periods of unemployment can be some of the most difficult, anxiety-inducing financial moments many of us will ever encounter. For most Americans, the majority of income each year comes from earned wages and salary. Without a strong plan in place, losing that income...

Checks & Balances for Athletes: Should I Get a Second Advisor?

Becoming a professional athlete is an exciting journey – but it can also be an uncertain one. From contracts to agents to handling personal finance, turning pro involves many more financial complexities than most athletes expect. For some first-time pros, signing their contract may be their first true windfall. Maybe they don’t have time to...