Wealth Advisory
From the Desk of Jonathan Bloom – November 2022
At AAF Wealth Management, we spend most of our energy focused on financials to help ensure progress towards your goals. What we often miss these...
Blog
Wealth Advisory
Wealth Advisory
Andrew Hammond
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...
Wealth Advisory
AAF Wealth Management Q2 2022 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...
Wealth Advisory
AAF Wealth Management Q1 2022 Market Update
Hope springs forth eternal What a difference a year makes! Twelve months ago, the advent of Spring promised both warmer weather and increased hopes of...
Wealth Advisory
Live Session: State of the Market, April 27
AAFCPAs' Annual Nonprofit Educational Seminar is Virtual Again in 2022! AAFCPAs is offering a full day of educational content (9am - 3pm) designed to educate,...
Wealth Advisory
Jonathan Bloom Promoted to Director, Senior Wealth Advisor at AAF Wealth Management
AAFCPAs is pleased to announce the promotion of Jonathan Bloom, CFP®, AIF® to Director & Senior Wealth Advisor at AAF Wealth Management. Jonathan is an...
Carmen Grinkis
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...
Wealth Advisory
The Market’s Response to War and Uncertainty
It’s been almost two weeks since Russian troops entered Ukraine. We too watch in horror as the toll on Ukrainian civilians continues to grow. In...
Wealth Advisory
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...
