Wealth Advisory
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 Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Kevin Hodson
AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Kevin Hodson, Wealth Advisor. Kevin joins our growing team of advisors after 18 years of experience in financial services, as well as 6 years active duty in the United States Marine Corps.Kevin is driven by strong ethical values, and high […]
AAFCPAs Wealth Management Reflects on Q4 2018 Market Volatility, and Provides Guidance on What Investors Should Do
Warren Buffett, one of the world’s most famous investors, is often quoted as saying “be fearful when others are greedy and greedy when others are fearful.” You might say that is easier said than done and we won’t disagree with you. Obviously, there is a great deal of fear right now among investors as a […]
Year-End Personal Financial Planning Considerations
The end of the year presents a unique opportunity to look at your overall personal financial situation. With factors like tax reform, life changes or just working towards your goals, now is an especially important time to review things. Taking what we now know about the new tax law and weaving together all of the […]
Develop an Individual Financial Plan That Accounts for Market Volatility
As we head into the final quarter of 2018, it is a great time to reflect on the financial markets. We have experienced the longest period of economic expansion in the nation’s history, and we have come a long way since the mortgage and housing crisis in 2008. However, as you may know from recent […]
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.