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.

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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Wealth Management: Six 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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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 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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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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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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