Financial Roots
Stay up to date with our latest insights and commentary
How We Work With Entrepreneurs
Owning a business can be very rewarding. It’s also all consuming. And retirement planning is often put on the back burner. We can help you set up a plan for your next chapter in life, so that when that times comes, you are well prepared.Being an entrepreneur and...
How We Work With Young Professionals
Starting out in your career and moving up the ladder is exciting. Whether you’ve nabbed that perfect job, or you’re just starting your career as a doctor or engineer, now is the perfect time to start planning for your future. Here’s a short video about how we can...
How We Work With Affluent Investors
More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help.Video Script Rex Clevenger: When you have worked hard to achieve a certain level of success it’s important to...
3 Business Mistakes
Being a business owner is more than a job, it’s your life. I know how the day-to-day can be all consuming. But we can help you see the big picture and avoid some common mistakes that business owners make. Here are the top 3.Running a business is time consuming to say...
Investment Philosophy
Financial planning is all about reaching big goals in life – buying your dream house, traveling the world, retiring. And investing is the tool that can help you achieve those goals. We put a great deal of time, research, and care into how we manage your portfolio....
Market Volatility
A down market can stir up a lot of emotions. We get it. But our decades of experience tell us to take heart that this too shall pass. Here is a short video that can help put this into perspective.Video Script Rex Clevenger: When the markets drop significantly, as they...
Payments on Federal Student Loans Still On Pause
Payments on Federal Student Loans Still On PauseOn December 22nd, 2021, the U.S. Department of Education announced an extension of the pause on federal student loan payments. The payment moratorium, currently in effect for millions of federal student loan borrowers,...
Appropriate Checklists for Year-End Tax Planning
Appropriate checklists for year-end tax planningWhat are appropriate checklists for year-end tax planning? Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes. Typically, suggestions are grouped into several...