Arrow Investment Education

Financial planning and investing insights

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Arrow's 2022 Market Outlook

Consumer spending and inflation patterns, labor market issues, and the relative valuation of stock to bonds suggest there is still growth potential for the global equity market in 2022.

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Small business retirement plans

Saving for retirement is potentially even more important for small business owners or contractors because there is substantial risk and uncertainty when venturing out and building your own source of income.

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Retirement withdrawal strategies

One of the most common mistakes I see is retirees holding large amounts of cash with virtually no return each year. Inflation can erode the value of that cash quickly, and many people unfortunately run out of money much sooner than expected because of the choice to hold cash.

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Financial Advisor in Oklahoma City

The question of trust can be incredibly complicated when it comes to picking financial advisors. Financial advisors are in the unique position to hold the intimate details of their client’s wealth, and presumably, that comes with trusted advice that is in the best interest of their client.

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Investing in Innovation

The pandemic has forced companies to use technology to update and innovate nearly every aspect of their operations. Below are some of my choices for the industries that are growing to grow most rapidly in the coming decades

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Is your house an investment?

An investment is broadly defined as an “asset purchased with the idea that will provide income in the future or be sold later at a higher price for a profit.

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Asset allocation in retirement

An appropriate glide path can be a powerful tool to protect your assets and ultimately allow your family to generate and sustain the income you need to meet your retirement goals.

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Fighting Inflation

One of the guiding principles of the finance world for decades has been that a little inflation is good, but a lot of inflation is something that governments and the Federal Reserve need to fight against

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Financial Goals Examples

One of the first steps to building a good financial plan is to articulate and decide on what your goals are.

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Money Milestones

A financial plan is like a highway. It provides the path that you need to get to your destination. But how do you know what your destination is? Those are your life goals, and they represent where your car is going on the personal finance highway.

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