Wealth Advisory
Kyle Bourke Earns CFP® Designation and Promotion
AAF Wealth Management, a subsidiary of AAFCPAs, is pleased to announce that Kyle Bourke, CFP®, MBA has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certification, a credential that signifies the standard of excellence for the financial planning profession. Concurrently, Kyle has been promoted to Associate Wealth Advisor. As a CFP® and member of our wealth […]
Market Volatility: What You Need to Know
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. The stock market has experienced significant volatility in recent weeks. After reaching a high in mid-July, the S&P 500 has […]
AAF Wealth Management Q2 2024 Market Insights
Note: These market insights were written prior to the weekend’s events. We express our sincere condolences to victims of last weekend’s assassination attempt on Donald Trump in Pennsylvania. It is another unfortunate example of the uncertainties we face on a global scale. We reaffirm our commitment to our core values of compassion, community care, and […]
From The Desk of Kevin Hodson
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 with clients about the direction of interest rates and inflation. In short, there’s been little movement. The Fed is keeping interest rates at their current levels and projecting just one […]
From The Desk of Andrew Hammond
Voices in this industry, wealth management, encourage you to save as much as possible and never spend. It is predicated on getting investors to believe a narrative that you’ll never have enough. But so many of my clients, once they save enough for retirement and legacy plans, don’t give themselves permission to enjoy it. It’s […]
From The Desk of Carmen Grinkis
I recently returned from the Northern California Financial Planning Conference held in San Francisco. I participate in continuing education opportunities on a routine basis, and this trip was a special treat—known as one of the best in the country and attended by more than 1,000 planners across the U.S. This year’s conference focused heavily on […]
From The Desk of Jonathan Bloom
I often reflect on my role in helping clients navigate not just retirement but all of life’s many transitions—like changing jobs, welcoming kids or grandkids, or exiting their business. These moments carry both financial and emotional weight, and I aim to make these transitions as smooth as possible. My goal is to support clients comprehensively—providing […]
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 guidance from seasoned investment professionals can help them navigate these challenges effectively. Watch an informative session that delves into the reasons behind nonprofit reluctance and offers practical strategies for making […]
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 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. These insights reflect on some of the financial developments in the first quarter of 2024 that influenced […]