Founder and CEO of Arbor Financial Services

Founder and CEO of Arbor Financial Services We are an independent, socially conscious , investment management and financial consulting firm, and have been helping our clients since 1996.

The average college senior graduates with credit card debt. How will your kids manage money?
06/10/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
06/08/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.
06/05/2026

Increase worker productivity and motivate your employees with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

Earnings season can move markets. Find out why.
06/03/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

06/01/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Just entering retirement? Here's what you need to know.
05/29/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
05/27/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
05/25/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
05/22/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

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