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…
AFM News & Notes – Fourth Quarter 2022
AFM CELEBRATES JOAN’S 15TH ANNIVERSARY! AFM was excited to celebrate Joan’s 15th anniversary with the firm. We enjoyed a fantastic…
AFM News & Notes – Third Quarter 2022
AFM CELEBRATES MARY’S 20TH ANNIVERSARY! AFM was excited to celebrate Mary’s 20th anniversary with the firm. We enjoyed a fantastic…