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...
Blog
Wealth Advisory
Wealth Advisory
Carmen Grinkis
From The Desk of Carmen Grinkis – March 2024
As you may know, I’m passionate about music. I remember in the late 1960s when my parents gave me a transistor radio to help me...
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,...
Carmen Grinkis
From the Desk of Carmen Grinkis – December 2023
It’s that time of year again: not just the holidays themselves but also the annual Tiverton Four Corners Re-Tree contest. The town votes on art...
Jonathan Bloom
From the Desk of Jonathan Bloom – December 2023
My big news “on and off the desk” is… I’ve been promoted to Partner! I’m proud of the achievement and humbled by the outpouring of...
Andrew Hammond
From the Desk of Andy Hammond – December 2023
On the Desk When asked if there are common themes as we approach the finish line of 2023, there is of course the logistical year-end...
Growth Story
Jonathan Bloom, CFP®, AIF®, Wealth Advisor Promoted to Partner
Boston, MA (December 11, 2023)—AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, wealth management, assurance, accounting, business process and IT advisory...
Wealth Advisory
Managing Generational Change in Family Business
Running a business in today’s global economy is challenging due to rapidly evolving technology, changing consumer preferences, and economic uncertainties—which all require constant adaptation and...
