As we head into October, with a contentious election less than five weeks away, it’s easy to see why investors…

A POSITIVE QUARTER FOR MARKETS, DESPITE CHOPPY SEPTEMBER Markets dropped early in September before partially recovering throughout the rest of…

AFM RECOGNITION We are proud to share that AFM has been ranked 8th on Washington Business Journal‘s list of largest Wealth…

In addition to causing dramatic health and employment hardships, the COVID-19 pandemic has created smaller concerns that may be easy…

POSITIVE JUNE CAPS OFF STRONG QUARTER FOR MARKETS June was another positive month for markets, despite concerns about the spread…

Life Under Lockdown Take a peek at what our staff has been up to while living through this pandemic PUPPIES…

The Coronavirus Aid, Relief, and Economic Security Act (the CARES Act), signed into law on March 27, 2020, includes several…

SHOCKING MONTH ENDS TERRIBLE QUARTER March was another difficult month for stocks, capping off a turbulent quarter. The continued spread…

CHAUNTÉ & ARTHUR WELCOME THEIR NEW SON XAVIER We are thrilled to celebrate with our client service associate Chaunté and…

You may live a sustainable lifestyle at home, but what about while on vacation? Here are five ways we can…