Employee Equity Compensation: Stock Options, Grants & More – And What They Mean to YouApril 1, 2021Employee equity compensation is a common benefit provided by public companies and some private companies (especially startups) but one that…
Here Be Dragons: The strange new world of bitcoin, SPACs, meme stocks, and moreApril 1, 2021The first chapter of the financial story during the pandemic focused on how quickly recovery took off, long before we…
Do I Need Umbrella Insurance?April 1, 2021When your local weather forecaster tells you that it’s going to rain, what do you do? That’s easy, you reach…
Market Update for the Quarter Ending June 30, 2021April 1, 2021POSITIVE JUNE CAPS OFF STRONG QUARTER FOR MARKETS Equity markets rallied in June, which capped off a positive month and…
AFM News & Notes – Second Quarter 2021April 1, 2021ALEXANDRA ARMSTRONG’S INTERVIEW ON MICHAEL KITCES Alexandra was interviewed by Michael Kites on his podcast, where they spoke in depth…
Understanding the American Rescue Plan Act of 2021January 1, 2021On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (“the Act”) into law, with large…
Understanding the American Rescue Plan Act of 2021January 1, 2021On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (“the Act”) into law, with large…
Lessons from the Plague Year | Part III – At HomeJanuary 1, 2021Alexandra Armstrong After being used to literally eating out every night, I learned to cook again…and can’t wait to resume…
Lessons from the Plague Year | Part II – At AFMJanuary 1, 2021DEVELOP A PLAN, AND STICK TO IT A handful of us were working at AFM in our old office at…
Lessons from the Plague Year | Part I – Planning & InvestingJanuary 1, 2021Around this time a year ago, you would have been considered a pessimist if you had said we would still…
Rising Interest Rates: History Shows It’s Not All BadJanuary 1, 2021Many investors are concerned about what a sustained rally in interest rates could mean for the stock market. Bond yields…
Market Update for the Quarter Ending March 31, 2021January 1, 2021SOLID MONTH CAPS POSITIVE QUARTER FOR MARKETS U.S. stock markets saw gains for the month and quarter, but not all…
AFM News & Notes – First Quarter 2021January 1, 2021AFM RECOGNITION We are proud to annouce that AFM made the InvestmentNews Best Places to Work for Financial Advisers list for 2021!…
AFM News & Notes – Fourth Quarter 2020October 1, 2020After 7 years at AFM, Mary-Lou retired in October 2020. All of us here at AFM miss her and wish…
Pandemic Purchasing: buying a home during the time of COVID-19October 1, 2020For many first-time home buyers last year, the process looked a little different than how they may have imagined. Open…
Give Your Grandchild the Gift of A 529 College Savings PlanOctober 1, 2020Saving for a grandchild’s education is a meaningful gift that can make a lasting impact. As the saying goes, ‘knowledge…
Understanding the New Stimulus BillOctober 1, 2020On December 27, 2020, President Trump signed the Consolidated Appropriations Act, 2021, into law (hereinafter referred to as “the Act”),…
Has Washington Gone Blue?October 1, 2020As a new Administration takes office, we will see the executive branch and both houses of Congress under the control…
Market Update for the Quarter Ending December 31, 2020October 1, 2020STRONG DECEMBER CAPS OFF SOLID YEAR FOR MARKETS Markets continued to rally in the final month of 2020. The Nasdaq…
With Election Season Heating Up, How Much Volatility Should We Prepare For?July 1, 2020As we head into October, with a contentious election less than five weeks away, it’s easy to see why investors…
Progress Report on “Your Next Chapter: A Woman’s Guide To A Successful Retirement”July 1, 2020In mid-May, my co-author Mary Donahue Ph.D. and I published our latest book. This was a very different experience from…
The Underperformance of Foreign Stocks Over the Past Decade and the Case for Active ManagementJuly 1, 2020From the Financial Crisis in 2008 up to the beginning of the COVID-19 pandemic, foreign stocks failed to keep pace…
A Solution to the Password ProblemJuly 1, 2020As we all spent an increasing amount of time online this year, chances are you accumulated an ever-growing number of…
Market Update – Third Quarter 2020July 1, 2020A POSITIVE QUARTER FOR MARKETS, DESPITE CHOPPY SEPTEMBER Markets dropped early in September before partially recovering throughout the rest of…
AFM News & Notes – Third Quarter 2020July 1, 2020AFM RECOGNITION We are proud to share that AFM has been ranked 8th on Washington Business Journal‘s list of largest Wealth…
Announcing the release of “Your Next Chapter: A Women’s Guide To A Successful RetirementApril 1, 2020After two years of hard work, my coauthor Dr. Mary R. Donahue and I finally finished writing our second book…
The Tax Implications of Working From HomeApril 1, 2020In addition to causing dramatic health and employment hardships, the COVID-19 pandemic has created smaller concerns that may be easy…
Is the Market Recovery Rooted in Reality?April 1, 2020Hollywood screenwriter William Goldman (All the President’s Men, The Princess Bride) famously said that “nobody knows anything” when it comes…
My Office to Home TransitionApril 1, 2020Back in early March when it was decided that our office would be working remotely and my studio apartment would…
Market Update Second Quarter 2020April 1, 2020POSITIVE JUNE CAPS OFF STRONG QUARTER FOR MARKETS June was another positive month for markets, despite concerns about the spread…
AFM News & Notes – Second Quarter 2020April 1, 2020Life Under Lockdown Take a peek at what our staff has been up to while living through this pandemic PUPPIES…
Emergency Funds: Preparing for the UnexpectedJanuary 1, 2020Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially…
The Paycheck Protection Program: Offering Financial Support for Small BusinessesJanuary 1, 2020The Coronavirus Aid, Relief, and Economic Security Act (the CARES Act), signed into law on March 27, 2020, includes several…
How the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 Can Affect YouJanuary 1, 2020The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 is an estimated $2 trillion package signed on March…
Market Update First Quarter 2020January 1, 2020SHOCKING MONTH ENDS TERRIBLE QUARTER March was another difficult month for stocks, capping off a turbulent quarter. The continued spread…
AFM News & Notes – First Quarter 2020January 1, 2020CHAUNTÉ & ARTHUR WELCOME THEIR NEW SON XAVIER We are thrilled to celebrate with our client service associate Chaunté and…
Health Savings Account 101October 1, 2019WHAT IS A HEALTH SAVINGS ACCOUNT? A Health Savings Account, or HSA, is tax-advantaged savings account established by an individual…
Sustainable TravelOctober 1, 2019You may live a sustainable lifestyle at home, but what about while on vacation? Here are five ways we can…
A Financial Checklist You Can HandleOctober 1, 2019Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning…
The Setting Every Community Up for Retirement Enhancement (SECURE) ActOctober 1, 2019On December 20, 2019, the SECURE Act was signed into law. The SECURE Act contains 29 provisions, encompassing many aspects…
My Next ChapterOctober 1, 2019After two years of work, Mary Donahue and I finished writing our second book together. “Your Next Chapter: A Woman’s…
Market Update Fourth Quarter 2019October 1, 2019STRONG DECEMBER CAPS OFF TERRIFIC YEAR FOR MARKETS What a difference a year can make. At the end of 2018,…
AFM News & Notes – Fourth Quarter 2019October 1, 2019ALEXANDRA RECEIVED THE FOUNDATION FOR FINANCIAL PLANNING’S FIRST-EVER LIFETIME ACHIEVEMENT AWARD The Foundation for Financial Planning (FFP) – a national…
New Employee SpotlightJuly 1, 2019ALASTAIR BERRY CLIENT SERVICE ASSOCIATE Alastair joined Armstrong, Fleming & Moore in November 2018 as an intern before becoming a…
The SECURE Act and its Potential Impact on Your RetirementJuly 1, 2019With the decline of traditional pensions, most of us are now responsible for saving money for our own retirement. In…
New to the Finance Industry? No ProblemJuly 1, 2019When I started at AFM three years ago, I admittedly didn’t know much about financial planning or the finance industry…
Diversification: Back and better than everJuly 1, 2019Diversification is in the running for one of the most-used words when describing any type of investment strategy. It bears…
Market Update Third Quarter 2019July 1, 2019A TURBULENT QUARTER U.S. markets had a positive September, which helped offset volatility earlier in the quarter. The S&P 500…
AFM News & Notes – Third Quarter 2019July 1, 2019MARY MOORE & ALEXANDRA ARMSTRONG ATTENDED COMMONWEALTH’S FIRST ANNUAL SUMMIT FOR WOMEN ADVISORS Commonwealth Financial Network hosted more than 100…
Taking a Stand: An Elevated Desk StoryApril 1, 2019When Armstrong, Fleming & Moore moved to new digs in 2017, much fanfare focused on open work space with colorful…