Arbor Financial; R. Jeffrey Small, President

Arbor Financial; R. Jeffrey Small, President Investment Advisory Services through Sound Income Strategies, LLC (SI), is an SEC Registered Invest www.SEC.gov

05/29/2026

The AI story is getting bigger than most investors realize.

In a recent interview on Fox Business, Jeff Small discussed what may be the next phase of the AI investment cycle, and it’s not where most people are looking.

While headlines continue to focus on the biggest names, billions of dollars are quietly moving into the infrastructure powering everything behind the scenes...

05/27/2026

Everybody’s still arguing about whether AI is overhyped… meanwhile, the largest capital deployment in market history is already underway.

In this recent Schwab Network interview, Jeff Small explains why this isn’t just another tech cycle. It’s a long-term shift that could redefine the market for the next decade.

05/22/2026

In this One America News Network interview, Jeff Small points out the reality most people aren’t seeing—companies are cautious, AI is changing how they think about hiring, and nobody wants to make the first big move.

So we’re stuck in the middle.
Not a booming job market.
Not a breaking one either.

And here’s where it gets interesting…

05/21/2026

AI isn’t just changing jobs… it’s quietly changing the rules of the entire economy.

In this RFD-TV interview, Jeff Small lays it out straight—companies aren’t cutting jobs yet… but they’re already restructuring for a future where they won’t need as many people.

That’s the part nobody wants to talk about.

We’re moving into a world where businesses can grow revenue without growing payroll. Sounds great for markets… but what does that mean for everyone else?

05/08/2026

The economy isn’t breaking… but it’s definitely not firing on all cylinders either.

In this One America News Network interview, Jeff Small calls it what it is—a “low hire, low fire” environment. Companies aren’t cutting people loose, but they’re not exactly going on hiring sprees either.

The market wants to believe in a soft landing. The question is… how long does that story hold up?

05/01/2026

Everyone’s still treating the “Magnificent 7” like it’s 2021… it’s not.

In this recent Fox Business interview, Jeff Small cuts straight through the noise: it’s no longer about owning all the big names—it’s about owning the right ones.

04/29/2026

Everyone’s talking about AI… but most people are still missing how it actually makes money.

In this recent Schwab Network interview, Jeff Small, Partner at Retirement Income Source, points to something most investors aren’t seeing yet:

A small group of companies isn’t just participating in AI… they’re positioned to control how the money flows.

Different roles. Different advantages. Same outcome—revenue.

This isn’t about chasing headlines or the “next big thing.” It’s about understanding where the money flows—and who’s positioned to capture it.

04/24/2026

Energy is driving everything right now, and it’s quietly putting pressure on your everyday costs.

In an interview yesterday on One America News Network, Jeff Small, Partner at Retirement Income Source, broke it down plainly: oil jumped from $61 to $94 in a matter of weeks… and that kind of move doesn’t stay isolated, it flows through the entire economy.

This isn’t about panic, it’s about understanding the environment we’re in.

For those nearing or in retirement, staying disciplined and focused on long-term strategy matters more than reacting to short-term noise.

04/15/2026

What’s the #1 financial mistake investors are making right now? (Hint: It’s NOT about interest rates!)

I recently joined OANN to break down what’s really happening in the stock market. The truth is, the market is sitting at some very high valuations right now. Did you know that historically, we see an average 18% correction during a midterm election year?

With the market recovering, my biggest piece of advice right now is simple: It might be time to take some money off the table and secure your gains. We should expect more volatility ahead, and it's better to be prepared!

Check out the clip below to hear my full breakdown.
What are your thoughts on the current market? Are you holding steady or making moves? Let me know in the comments!

On this Good Friday, we pause to reflect and renew our focus on purpose and peace. Our office will be closed today in ob...
04/03/2026

On this Good Friday, we pause to reflect and renew our focus on purpose and peace. Our office will be closed today in observance of Good Friday and will reopen Monday, April 6.

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