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…

What is a Health Savings Account?

A Health Savings Account (HSA) is a tax-advantaged vehicle designed for individuals covered under a high-deductible health plan (HDHP) to…

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…

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…

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…

2023 Summer Reading List

Summer is a time of warmth, sunshine, and relaxation—a perfect opportunity to unwind and immerse yourself in the captivating world…

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 – 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…

When Do You Need Life Insurance?

Life insurance is a very important and often overlooked aspect of one’s financial plan. While it is somewhat uncomfortable to…