Carmen Grinkis
Catalysts Affecting Your Investments
As you may recall, one year ago we were discussing the tug-of-war between fear and greed. The fourth quarter of 2018 presented some of the worst stock market declines in decades. 2019 was a much different story in which most investments, including domestic stocks, real estate investment trusts, foreign stocks, and bonds, had strong synchronized […]
What Happens If I Live a Long Life and Need Long Term Care?
As we enjoy time with our loved ones this holiday season, AAFCPAs Wealth Management encourages readers to proactively explore an important family question: if I live a long life and need long term care, who will provide that care and how will it impact them? Unfortunately, many only consider this financial and emotional burden after […]
Dow Plunges 800 Points, Fundamentals of US Economy Still Strong
As you may be aware, the Dow Jones Industrial Average plunged 800 points yesterday, August 14th, marking the worst single day point drop of 2019. The media attributed the plunge to a slowing global economy, a trade war with China, and an inverted yield curve. The 10-year treasury rate for a time on August 14th […]
Don’t Let the New Tax Act Affect Your Giving Goals
The Wall Street Journal recently reported that charitable giving had its largest decline since the 2008-2009 financial crisis, citing circumstances such as 2018 tax-law changes and a late-year stock-market dip as the reasons for the decline. At AAFCPAs Wealth Management, we know that taxes are not the reason you give; however, they may affect how […]
Personal Financial Health Check
Listen to Podcasts: As the flight attendants often say, “It’s critical that you put your oxygen mask on first, before helping others…” This is an important metaphor for all who lead the charge to realize impact on your missions—while maybe sacrificing the time it takes to achieve personal financial health! This fast-paced session led by AAFCPAs […]
AAFCPAs Wealth Management Reflects on the Q1 2019 Market Turnaround, and Provides Guidance on Achieving an All-Weather Portfolio
In January, we wrote to you about 2018’s fourth quarter meltdown, and three months later the markets reversed course and shot higher. Two of the main issues that plagued the market in Q4 2018, tariffs and the Fed, have moved to the back burner. First, although there are mixed messages coming out of Washington and […]
AAFCPAs Promotes Four to Partner to Support Firm Growth
Westborough, MA 1/8/2019 – AAFCPAs is excited to announce the promotion of four additional Partners to our growing team: Andrew Hammond, CFP®, Carmen Grinkis, PhD, CLTC, CFP®, Matthew McGinnis, CPA, and Davide Villani, CPA, CGMA are fully engrossed in the industries we serve, and work closely together to best serve our diverse client base with the distinction of excellence. Carmen […]
AAFCPAs Wealth Management names new co-directors
AAFCPAs Wealth Management, a financial planner in Westborough, has named two new co-directors of the firm. Carmen Grinkis and Andrew Hammond are the new co-directors, taking over from founder Joel Aronson, the firm said.
AAFCPAs Wealth Management Announces Transition of Leadership
AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the […]