How to Stay Ahead of Financial Scams
Financial scams aren’t new, but they’re becoming harder to recognize. A suspicious email filled with spelling mistakes may still show…
AFM News & Notes – Third Quarter 2026
AFM NAMED CITYWIRE’S 50 GROWERS ACROSS AMERICA 2026 AFM is proud to have been named to Citywire’s 50 Growers…
AFM News & Notes – Second Quarter 2026
RYAN FLEMING & CHRIS RIVERS NAMED AMONG FORBES’ BEST-IN-STATE WEALTH ADVISORS Congratulations to Ryan Fleming and Chris Rivers on…
What You Should Know Before Naming a Minor as a Beneficiary
If you have young children, grandchildren, or other little ones in your life who are dear to you, you might…
Expecting the Unexpected: Budgeting for Unpredictable Careers
Conventional financial planning advice is starting to show its age. It was originally intended for people with a stable salary,…
Meet our Summer Intern Class of 2026!
This summer, we are thrilled to welcome five stellar interns to the AFM team! Zach Di Girolamo, Isabella Che,…
AFM News & Notes – First Quarter 2026
RYAN & BETSY FLEMING CELEBRATE 35 AND 39 YEARS AT AFM Congratulations to Ryan and Betsy on this…
AFM News & Notes – Fourth Quarter 2025
AFM NAMED ONE OF “THE 60 BEST 60 RIAs TO WORK FOR” BY FINANCIAL PLANNING AFM is proud to be…
The Government Shutdown: What It Means for You
The Government Shutdown: What It Means for You As of midnight Tuesday September 30, the U.S. government shut down after…
AFM News & Notes – Third Quarter 2025
CELEBRATING A MILESTONE: BETSY FLEMING JOINS OWNERSHIP TEAM AT AFM We are particularly thrilled to announce that Betsy Fleming, who…
Meet our Spring/Summer Intern Class of 2025!
This spring and summer, we have had the pleasure of welcoming three talented interns to the AFM team. We…
Market Update— Quarter Ending June 30, 2025
Markets wrapped up June on a strong note, extending the rally that began in late spring. Investor sentiment was buoyed…
AFM News & Notes – Second Quarter 2025
FOUNDATION FOR FINANCIAL PLANNING’S 30TH ANNIVERSARY CELEBRATION The Foundation for Financial Planning (FFP) has powered pro bono financial planning services…
AFM News & Notes – First Quarter 2025
AFM NAMED IN FINANCIAL PLANNING’S 52 BEST RIAS TO WORK FOR We were named one of the 52 best RIAs…
Market Update— Quarter Ending March 31, 2025
Challenging Start to the Year for Stocks It was a rough March for stocks, capping off a weak quarter to…
Market Update— Quarter Ending December 31, 2024
Mixed Month for Markets December was a mixed month for markets, as investors pulled back from most U.S. stocks due…
AFM News & Notes – Fourth Quarter 2024
JOSH KAPLAN PROMOTED TO FINANCIAL ADVISOR Please join us in congratulating Josh on his promotion to financial advisor! Josh joined…
Market Update— Quarter Ending September 30, 2024
Stocks Rally in September Stocks continued their recent rally in September, with all three major U.S. indices up for the…
2024 Year-End Financial Planning Checklist
2024 Year-End Financial Planning Checklist As we approach the end of 2024, it’s time to take a good look at…
AFM News & Notes – Third Quarter 2024
RYAN WAS NAMED ONE OF ADVISORHUB’S 1,000 ADVISORS TO WATCH Ryan Fleming was named one of Advisor Hub’s 1,000 Advisors…
Market Update— Quarter Ending June 30, 2024
June Rally Caps Solid Quarter for Stocks Markets continued to rise, with all three major U.S. indices growing in…
AFM News & Notes – Second Quarter 2024
SUMEDHA’S 5-YEAR ANNIVERSARY We celebrated Sumedha Malhotra’s 5-year anniversary at AFM! Our team gathered for an unforgettable lunch at…