Carmen Grinkis

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Carmen Grinkis, Leading Lady 2024

Carmen Grinkis, Leading Lady 2024

Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2024 spotlight, which included several inspiring, passionate, determined leaders who are making a difference in their Rhode Island communities. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of AAFCPAs.

From The Desk of Carmen Grinkis

From The Desk of Carmen Grinkis

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 go to sleep at night. I would wait for a certain Carpenter’s song to play as it always did around the same time. Once I heard the lines, “On the […]

From the Desk of Carmen Grinkis

From the Desk of Carmen Grinkis

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 installations made from recycled materials, and I’m proud to have earned second place! If any voters are listening, though, I’ll gladly accept first place in 2024. My entry was titled […]

Managing Generational Change in Family Business

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 innovation to remain competitive. When the company is closely held or family-owned, however, the complexities may increase tenfold. There are additional emotional and psychological elements to contend with, legacy concerns, […]

AAF Wealth Management Q3 Market Insight

AAF Wealth Management Q3 Market Insight

The intricacies of market performance are deeply intertwined with various external factors, including inflation, interest rates, political shifts, geopolitical affairs, and natural disasters. This includes, sadly, the current humanitarian crisis in the Middle East. It is heart-breaking to see these events unfold in a region whose people have known such profound suffering for far too […]

From the Desk of Carmen Grinkis

From the Desk of Carmen Grinkis

Clients often come to us because of some kind of transition or challenge. They may be heading into retirement, navigating a divorce, or coping with the loss of a loved one. In all these cases, there is so much more to consider than how investments are performing. Especially as we age, we find ourselves building […]

AAF Wealth Management Q2 Market Update

AAF Wealth Management Q2 Market Update

This has been an eventful year for U.S. and global economies. As we close the first half of 2023, U.S. consumers have largely witnessed a slowdown on inflation, while the rest of the world continues to wrestle with it. Domestically, though, we are beginning to see the cumulative effects of the past few years’ economic […]

From the Desk of Carmen Grinkis

From the Desk of Carmen Grinkis

I am very much enjoying this new season of growth and freedom. Yes, there’s the typical turn into summer that gets us out on the water, walking among the blooming coastal foliage and just embracing the beauty of this community. But there’s a different sense this year, as well. After battling through the pandemic and […]

AAF Wealth Management Q1 Market Update

AAF Wealth Management Q1 Market Update

1st Quarter 2023: A Record-setting Start Reflecting on the start of 2023, it strikes us as interesting that we’ve just endured yet another volatile period that has seemingly become the norm for markets during the months of February and March. For the past five years, at least late winter through early spring, market turbulence has come […]