Carmen Grinkis
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 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 […]
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 […]
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
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
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
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
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
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 […]