New Employee Spotlight

SUMEDHA MALHOTRA, CFP® ASSOCIATE FINANCIAL PLANNER We are pleased to announce that Sumedha Malhotra, CFP® has joined our firm as an Associate…

The Usual Mistake

The 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!

Thanks to an outdoor remodel, AFM advisor Mitch Strobel finds that getting away from it all is as easy as…

Opportunity Zones: What are they?

When the 2017 Tax Cuts and Jobs Act was passed, articles were being released everyday covering the new tax brackets,…

Sage Tuition Rewards

AFM clients are eligible to provide a unique benefit to family members – the opportunity for the students in your…

Is Your Home a Good Investment?

Homes are wonderful and it is viewed as the most coveted part of the American dream.  Owning your own home…

Market Update First Quarter 2019

MARKETS REBOUND IN FIRST QUARTER OF 2019 After the United States stock market index declines in the last quarter of…