New Employee SpotlightApril 1, 2019SUMEDHA MALHOTRA, CFP® ASSOCIATE FINANCIAL PLANNER We are pleased to announce that Sumedha Malhotra, CFP® has joined our firm as an Associate…
The Usual MistakeApril 1, 2019The financial world gave scant attention to the passing of Murray Gell-Mann last May at the age of 89. Gell-Mann…
Investing in the Outdoors!April 1, 2019Thanks to an outdoor remodel, AFM advisor Mitch Strobel finds that getting away from it all is as easy as…
Opportunity Zones: What are they?April 1, 2019When the 2017 Tax Cuts and Jobs Act was passed, articles were being released everyday covering the new tax brackets,…
The Sneaky Way for High Earners to Add Money into a Roth IRA Tax-FreeApril 1, 2019When you are thinking about how to put your hard-earned dollars to work, it’s important to consider every option for…
Market Update for the Quarter Ending June 30, 2019April 1, 2019ECONOMIC GROWTH: MIXED RESULTS We are getting mixed results on the job front. Only 75,000 new jobs were added in…
AFM News & Notes – Second Quarter 2019April 1, 2019ALEXANDRA IS AWARDED THE FINANCIAL PLANNER OF THE YEAR BY THE FINANCIAL PLANNING ASSOCIATION OF THE NATIONAL CAPITAL AREA Alexandra…
Sage Tuition RewardsJanuary 1, 2019AFM clients are eligible to provide a unique benefit to family members – the opportunity for the students in your…
Is Your Home a Good Investment?January 1, 2019Homes are wonderful and it is viewed as the most coveted part of the American dream. Owning your own home…
The Survival of the Modern PortfolioJanuary 1, 2019By the time he was 25 years old, Henri Vaillancourt of Greenville, New Hampshire had been on four canoe trips.…
Phishing Emails: Get Hooked and You Could Lose a Lot More Than You Bargained ForJanuary 1, 2019You get these emails all the time, from people you know and some you do not – asking you to…
Investment in Your Values: A Review of ESG and SRI InvestingJanuary 1, 2019Here at AFM we’ve always been concerned with, and in some cases involved in, promoting positive social issues and sustainable,…
Market Update First Quarter 2019January 1, 2019MARKETS REBOUND IN FIRST QUARTER OF 2019 After the United States stock market index declines in the last quarter of…
AFM News & Notes – First Quarter 2019January 1, 20192019 BEST PLACES TO WORK FOR FINANCIAL ADVISERS On April 1, AFM was named as a 2019 Best Places to…