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…