State of the Market from AAF Wealth Management

State of the Market from AAF Wealth Management

In this webcast, recorded April 2022 at AAFCPAs’ Nonprofit Educational Seminar, AAF Wealth Management leaders, Kevin P. Hodson and Andrew E. Hammond, CFP®, provide guidance on actions investors should take to address cash needs, fixed income, and equity decisions during a period of elevated inflation. The need for selectivity has never been more important as the business […]

Live Session: State of the Market, April 27

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, challenge, and inspire nonprofit professionals! As a client and/or friend of AAFCPAs, your registration is complimentary. Reserve your seat.>> Featured Session: State of the Market from AAF Wealth Management (2:35pm […]

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 our past, 2021 looked capable of ushering in a new era. There were no shortages of headlines to divert our attention away from the economy. From political changes, to headlines […]

AAF Wealth Management Q2 Market Update

Summer is here, just in time for us to emerge cautious and bleary-eyed from quarantine. It’s been more gratifying this summer, in particular, to reunite with family and friends, connect in person with colleagues, and recharge with much needed vacations! The global economy and financial markets are gaining momentum as people get out and spend […]

AAFCPAs Wealth Management Changes Name to AAF Wealth Management

AAFCPAs Wealth Management Changes Name to AAF Wealth Management

(June 21, 2021) – AAFCPAs Wealth Management today announces the adoption of AAF Wealth Management as its global brand name. The change better reflects the company’s multi-disciplinary talent, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), professionals Certified in Long-Term Care (CLTC®) planning, and licensed insurance advisors. AAF Wealth Management remains a proud affiliate […]

GameStop Market Manipulation: What Clients Need to Know

GameStop Market Manipulation: What Clients Need to Know

GameStop, Reddit, and Robinhood have dominated the headlines in the past couple weeks. AAFCPAs Wealth Management fielded several questions recently and outlines below what clients need to know. What Happened? GameStop Corp. (ticker: GME) is an American video game, consumer electronics, and gaming merchandise retailer. Some of the major Wall Street hedge funds had short positions on […]

Is a Roth IRA Conversion Right for You This Year?

The COVID-19 pandemic has caused significant instability in the global markets and the U.S. economy. In these uncertain times, AAFCPAs reminds clients to consider measures to protect your retirement nest egg over the long term. One strategy our clients are considering is converting a traditional IRA to a Roth IRA. Traditional vs. Roth First, let […]

Market Update: Coronavirus Impact

On Monday, March 9th, the New York Stock Exchange (NYSE) halted trading via a procedural tool called a circuit breaker. Circuit breakers were implemented to allow for the market to halt the trading of stocks during periods of extreme uncertainty. There are 3 circuit breaker levels that can be triggered: down 7%, down 13%, and […]

The Markets React to Viral Outbreak

Like you, we too are monitoring the warning from the CDC on Tuesday that the US should prepare for severe disruptions to everyday life as it relates to the Coronavirus. As you can expect, we are keeping a close eye on the related 1,900-point drop to the DOW. Indeed, it is a scary time, but […]

Catalysts Affecting Your Investments

As you may recall, one year ago we were discussing the tug-of-war between fear and greed. The fourth quarter of 2018 presented some of the worst stock market declines in decades. 2019 was a much different story in which most investments, including domestic stocks, real estate investment trusts, foreign stocks, and bonds, had strong synchronized […]