With the continuing uncertainty surrounding the COVID-19 virus, we wanted to let you know we remain fully operational. Our team is currently operating within the guidelines of our business continuity plan, and some employees are working remotely when necessary. We are available to assist you with any of your financial needs.

Arroyo Insights

At Arroyo Investment Group, we’re here to keep you up to date on topics and issues that impact your money. Check out our blog for articles and other helpful resources here.

Switching Financial Advisors: When, Why and How to Do It Right

switching financial advisors pasadena ca

Breaking up is hard to do…but you have to do it carefully when your money is involved. Learn the when, how and why of switching financial advisors.

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Financial Planning: 5 Reasons a Health Savings Account Is a Great Investment Vehicle

financial planning health savings account

When it comes to financial planning, there is much more to health savings accounts than simply controlling health care costs.  Here are five reasons an HSA could be a valuable part of your investment portfolio.

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Wealth Management: Do You Need a Second Opinion?

wealth management second opinion

If you’ve got a big health decision to make, you usually get a second opinion. If it’s standard practice for your physical health, shouldn’t that concept also apply to your financial health?

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Managing Your Investments: How to Turn Uncertainty into Opportunity

investing opportunity

So far, 2020 has been an eventful year in the stock market. But fortunately, when uncertainty and volatility arrive, opportunity always comes along with it—if you’re prepared to act.

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Can a GIPS® Compliant Financial Advisor Help You Invest with Less Stress?

gips financial advisor invest with less stress

It’s been a wild ride in the stock market lately. Learn how a GIPS compliant financial advisor might be just what you need to invest with less stress.

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Why Don’t More Financial Advisors Share Their Investing Track Records?

financial advisor track record

Investment performance results are easy to quantify, so why don’t most financial advisors share their investing track record? Learn more about this question and how you can evaluate a potential advisor’s investing skill and experience.

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Should You Use A Financial Advisor Or Manage Your Own Investments?

should you use a financial advisor

Is paying a financial advisor worth the cost? Sometimes yes, other times, no. Find out when its smartest to do it yourself, and when it’s best to work with a professional.

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Can Your Financial Plan Handle an Early Retirement?

financial planning for early retirement

There are significant challenges in today’s economic climate to retiring early. Learn action steps you can take to make it a reality.

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Does your Financial Advisor Have a Sell Strategy? (and Why You Need to Find Out)

Financial advisor sell strategy

Is your financial advisor proactive about protecting your profits and wealth? It’s critical that you find out now, not later. Here’s what you need to know.

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John Odell CFP® named Pasadena’s 2020 Face of Wealth Management

Pasadena Magazine has named our own John Odell of Arroyo Investment Group the Face of Wealth Management for 2020.

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