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.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
09/09/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Do you know how missing the best and worst market days might affect your portfolio?
09/07/2026

Do you know how missing the best and worst market days might affect your portfolio?

All about how missing the best market days (or the worst!) might affect your portfolio.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
09/04/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Do you know the risk factors that can lead to cognitive decline?
09/02/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Learn more about whether you need to pay estimated taxes.
08/31/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Facing divorce? Don't overlook changes to your insurance coverage.
08/28/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

Consider a bucket plan to go with your bucket list.
08/26/2026

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

You’re the conductor of your 401k, IRA and taxable savings.
08/24/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
08/21/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

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600 Hampshire Road Suite 211
Westlake Village, CA
91361

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Wednesday 8:30am - 5:30pm
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