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…
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 – First Quarter 2024
ALEXANDRA ARMSTRONG AWARDED THE INAUGURAL ‘ALEXANDRA ARMSTRONG EMPOWERMENT AWARD’ Our Founder and Chairman Emeritus, Alexandra Armstrong, was awarded Commonwealth Financial…
Alexandra Armstrong Named Recipient of Alexandra Armstrong Empowerment Award
Alexandra Armstrong, CFP®, CRPC®, chairman emeritus of Armstrong, Fleming & Moore, Inc., was awarded Commonwealth’s inaugural Alexandra Armstrong Empowerment Award…
AFM News & Notes – Fourth Quarter 2023
ALEXANDRA ARMSTRONG AT THE INVESTMENTNEWS’ ANNUAL WOMEN TO WATCH SUMMIT Our Founder and Chairman Emeritus, Alexandra Armstrong, attended InvestmentNews’ annual…
Market Update— Quarter Ending December 31, 2023
Quick Hits 1. Solid December Caps Strong Year for Markets 2. Fixed Income Continues to Rally 3. Economic Updates…
Market Update— Quarter Ending September 30, 2023
September Sell-off Caps Challenging Quarter Equity markets fell for the second consecutive month in September, causing all three major…
AFM News & Notes – Fourth Quarter 2023
ALEXANDRA ARMSTRONG AT THE ANNUAL WOMEN TO WATCH SUMMIT Our Founder and Chairman Emeritus, Alexandra Armstrong, attended InvestmentNews’ annual Women…
Market Update— Quarter Ending June 30, 2023
Equity Markets Surge in June June was a strong month for equity markets as resolution of the debt ceiling…
Understanding ESG
In a world that increasingly values the Corporate Social Responsibility (CSR) landscape, ESG investing, short for environmental, social, and governance…
AFM News & Notes – Second Quarter 2023
29TH ANNUAL FPA NATIONAL CAPITAL AREA CHARITY GOLF CLASSIC Carl Holubowich and Chris Rivers hit the links for the…
Market Update— Quarter Ending March 31, 2023
Markets Rebound in March Markets had a solid March, as a month-end rally helped bring all three major U.S.…
AFM News & Notes – First Quarter 2023
AFM CELEBRATES BEATE’S RETIREMENT! Last month, we gathered for lunch at Rasika in celebration of Beate Ruffin‘s incredible career! Beate…
Secure Act 2.0: What the new legislation could mean for you
The SECURE Act, passed in 2019, made changes to a variety of rules regarding retirement accounts. This act was passed…
Market Update for the Quarter Ending December 31, 2022
December Sell-Off Caps Turbulent Year Markets sold off in December, with the negative month contributing to mixed results for…