Kevin Hodson
From The Desk of Kevin Hodson – July 2024
During the past few months, we’ve been reviewing client accounts for tax strategies, i.e., losses, and preparing for Q3. I’ve also been having great conversations...
Blog
Kevin Hodson
Kevin Hodson
Wealth Advisory
Overcoming Blockers to Optimize Reserve Funds 2024
Overcoming Blockers to Optimize Reserve Funds | Webinar OnDemand Explore the common barriers that make nonprofits hesitant to invest their reserve funds and discover how...
Wealth Advisory
Q1 2024 Performance Report and Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q1 2024...
Kevin Hodson
From The Desk of Kevin Hodson – March 2024
As we get the ball rolling in 2024, I’ve been working with clients on IRA contributions and tax filings. I’m also preparing to present at...
Wealth Advisory
AAF Wealth Management Q4 2023 Market Insight
Last year was eventful both economically and otherwise, from bank failures in March to Fitch’s downgrade of U.S. government debt, a collapse in inflation, and...
Kevin Hodson
From the desk of Kevin Hodson
On the Desk Closing out 2023, we are reflecting on the continuous noise that permeates the markets. Our long-term approach helps us stay focused, though,...
Wealth Advisory
AAF Wealth Management Q3 Market Insight
The intricacies of market performance are deeply intertwined with various external factors, including inflation, interest rates, political shifts, geopolitical affairs, and natural disasters. This includes,...
Wealth Advisory
From the Desk of Kevin Hodson – September 2023
On the Desk The Federal Reserve just concluded their most recent Federal Open Market Committee (FOMC) meeting on 9/20. In the post-meeting presser Wednesday afternoon,...
Wealth Advisory
U.S. Long-term Foreign Currency Debt Rating Downgraded to AA+ by Fitch Ratings
AAF Wealth Management would like to make clients aware that Fitch Ratings announced a downgrade to its U.S. long-term foreign currency debt rating from AAA...
