Carmen Grinkis
AAF Wealth Management’s Q3 2022 Market Perspective
A PROLOGUE TO THE STORY… As we sat down to pen this latest quarterly newsletter, we couldn’t help but think of the opening scene of the movie The Big Short (2015). “IT AIN’T WHAT YOU DON’T KNOW THAT GETS YOU INTO TROUBLE. IT’S WHAT YOU KNOW FOR SURE THAT JUST AIN’T SO.” – MARK TWAIN The […]
AAF Wealth Management Q2 Market Update
“You may not control all the events that happen to you, but you can decide not to be reduced by them.” – Maya Angelou And just like that, we turn the page on another quarter in the markets. Let’s be honest: we can’t turn the page quick enough given the Q1-2 market performance. While stock […]
Carmen Grinkis, Leading Lady Making a Difference in Her Community
Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2022 spotlight, which included over 100 inspiring, passionate, determined leaders who are making a difference in their Rhode Island communities. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of […]
AAF Wealth Management Quarterly Update
2021 was a year of big expectations, big headlines, and even bigger returns in the world’s financial markets. With hopes of putting pandemic lockdowns in our past, 2021 looked capable of ushering in a new era. There were no shortages of headlines to divert our attention away from the economy. From political changes, to headlines […]
Tax Planning Guides for Businesses & Individuals (2021-2022)
When considering your optimal tax planning & compliance strategy, business & individual tax payers must account for all current and impending tax code changes. This includes the 2017 Tax Cuts and Jobs Act, the 2019 Further Consolidated Appropriations Act, the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and subsequent stimulus initiatives, as […]
Grinkis Earns Advanced Life Insurance Underwriting Designation
Carmen Grinkis, Wealth Advisor and Co-Managing Partner of AAF Wealth Management, recently earned a Chartered Life Underwriter® (CLU®) designation, which certifies she obtained expertise that exceeds basic life insurance underwriting requirements. In addition to the CLU®, Carmen has a PhD in Clinical Psychology, a Certification in Long-Term Care (CLTC®), and she is a licensed investment […]
AAFCPAs Wealth Management Changes Name to AAF Wealth Management
(June 21, 2021) – AAFCPAs Wealth Management today announces the adoption of AAF Wealth Management as its global brand name. The change better reflects the company’s multi-disciplinary talent, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), professionals Certified in Long-Term Care (CLTC®) planning, and licensed insurance advisors. AAF Wealth Management remains a proud affiliate […]
Market Update: Coronavirus Impact
On Monday, March 9th, the New York Stock Exchange (NYSE) halted trading via a procedural tool called a circuit breaker. Circuit breakers were implemented to allow for the market to halt the trading of stocks during periods of extreme uncertainty. There are 3 circuit breaker levels that can be triggered: down 7%, down 13%, and […]
The Markets React to Viral Outbreak
Like you, we too are monitoring the warning from the CDC on Tuesday that the US should prepare for severe disruptions to everyday life as it relates to the Coronavirus. As you can expect, we are keeping a close eye on the related 1,900-point drop to the DOW. Indeed, it is a scary time, but […]