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.

Financial Planning for College: Start Saving with Tax-Advantaged Accounts

college financial planning

Saving for your children’s education may be a challenge, but that doesn’t mean it isn’t doable. For best results, start early and use tax-advantaged accounts.

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Financial Advisor John Odell, CFP® named Pasadena’s Face of Wealth Management

GIPS® Compliant Investment Cupcake

In its most recent issue, Pasadena Magazine has named John Odell of Arroyo Investment Group the face of wealth management for the Pasadena area.

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Financial Planning for College: How Much Do You Need to Be Saving?

financial planning for college

While most people recognize the importance of saving for their child’s education, many simply start saving without a specific goal. Learn more about costs and strategies in this article.

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Wealth Management: Five Tips for Navigating Volatile Markets

wealth management volatility

With the recent increase in volatility, investors are reminded that investing does involve risk. Learn tips to make sure you and your portfolio are prepared for whatever comes next.

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Are Brand-Name Wealth Managers Hazardous to your Wealth?

brand name wealth manager

Most people think brand names imply quality and safety. But what about when it comes to managing your money? Find out what you need to know to keep your money safe.

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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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Los Angeles Financial Planning: Don’t Forget to Take Your Property Tax Base with You

los angeles financial planning property tax

If you’re a Los Angeles homeowner with a low property tax bill, there’s a unique law that allows you to take your low property tax base to your next home. Learn how in this article.

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Financial Planning for Los Angeles Residents: Dealing with the SALT Tax Limitation

los angeles financial planning SALT limitation

If you’re a Los Angeles resident, the new state and local tax limitation (SALT) is probably going to impact your finances. Learn what might help you minimize the impact in this article.

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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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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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