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…