Presentations & Press

Arbor Wealth Advisors to Address Ireland’s Trinity College

Margaret R. McDowell, ChFC®, AIF® and Patrick R. McDowell, CFP®, AIF® will address graduate students in the School of Business at Trinity College in Dublin, Ireland at the McNeill Theatre on the Trinity campus on Monday, March 13th. Established in 1592, Trinity College is widely renowned as one of Europe’s leading universities.

Ms. McDowell, ChFC®, AIF® will deliver Part I of the presentation, entitled “Client Service is Key: Building an Investment Advisory Firm.” Patrick McDowell, CFP®, AIF® will present Part II, entitled “Modern Strategies in Portfolio Management and Asset Allocation.”

“Our education as investment advisors and financial planners is a continuous process,” Ms. McDowell says. “The presentation is a special opportunity for Arbor Wealth advisors to interact with European economists and academicians, to gain a feeling for the future of the EU, to study business models and entrepreneurial trends there and to learn more about the global economy.”


“Preparing Your Portfolio for 2017”

Featuring syndicated economic columnist and firm founder Margaret R. McDowell, ChFC®, AIF®

Arbor Wealth Conference Room

8955 Emerald Coast Parkway, Suite 104

Miramar Beach, FL 32550

Wednesday, March 29th at 10:00 AM and at 5:30 PM

Rising interest rates, a strong dollar, a new administration, an aging bull market, and European elections. How will these events impact your investments? Is your portfolio ready?

Please call 850-608-6121 or email to reserve seating. Refreshments will be served.


To read investment team member Patrick R. McDowell’s, CFP®, AIF®, latest Global Glimpse Report, please click on the link below.

The Short Happy Life of Negative Interest Rates – 7/21/16

What “Brexit” Means for You – 6/24/16

Market Volatility, Talking Heads and the Chinese NFL – 1/20/16

A Tale of Two Inflations – 12/4/15

A Market Update – 8/24/15

A Fall From Greece – 6/18/15

U.S. Equity Markets: Hot or Cold? – 4/4/15

Staying the Course – 2/2/15


Margaret R. McDowell, ChFC®, AIF®, is a syndicated economic columnist who is currently featured in 26 newspapers in Florida, Alabama and Georgia. To read her latest columns, please click on any of the titles below.

Ray Kroc: The Fast Food Fiduciary – 2/5/17

The Fixer Upper Portfolio – 1/29/17

Planning For Success in Acting and Finance – 1/22/17

Brevity, Levity and Bidding 2016 Adieu – 12/25/16

The Dilemma of Poor Millionaires – 12/18/16

Perseverance in a Joyful Time – 12/11/16

Returning to Our Roots in Retirement – 12/04/16

GDP Growth and Our Economic Future – 11/20/16


Arbor Wealth advisors have been interviewed and quoted by The Wall Street Journal, Bloomberg, Reuters, Investment News Magazine, Dow Jones Newswires and Money Magazine.

Please click here to view links to these articles.