Carmen Grinkis

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Investment Performance – 2022 Recap.

Investment Performance – 2022 Recap.

As we look back on 2022, there are things for which we can be grateful, but market performance is certainly not one of them. Investment Performance – 2022 Recap. Around the world, few markets provided positive performance in what turned out to be the worst year for US investors since the Great Financial Crisis of […]

Inflationary Pressures on the Decline

Inflationary Pressures on the Decline

Over the past two weeks, economic data have pointed to what may be a change in the stifling inflationary pressures we’ve become accustomed to over the past 2 years. CONSUMER PRICE INDEX RELEASE LEADS TO OPTIMISM… Last Thursday’s release of the Consumer Price Index (CPI) readings from the Bureau of Labor and Statistics (BLS) noted […]

Carmen Grinkis Featured in the Bay Magazine
Carmen Grinkis

Carmen Grinkis Featured in the Bay Magazine

The following content was originally published in The Bay Magazine in November 2022. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of AAFCPAs. Queen Elizabeth II, the longest-reigning monarch in British history, has died at the age of 96. She certainly left a legacy in her 70 years on the […]

AAF Wealth Management’s Q3 2022 Market Perspective

AAF Wealth Management’s Q3 2022 Market Perspective

A PROLOGUE TO THE STORY… As we sat down to pen this latest quarterly newsletter, we couldn’t help but think of the opening scene of the movie The Big Short (2015). “IT AIN’T WHAT YOU DON’T KNOW THAT GETS YOU INTO TROUBLE. IT’S WHAT YOU KNOW FOR SURE THAT JUST AIN’T SO.” – MARK TWAIN The […]

AAF Wealth Management Q2 Market Update

AAF Wealth Management Q2 Market Update

“You may not control all the events that happen to you, but you can decide not to be reduced by them.” – Maya Angelou And just like that, we turn the page on another quarter in the markets. Let’s be honest: we can’t turn the page quick enough given the Q1-2 market performance. While stock […]

Carmen Grinkis, Leading Lady Making a Difference in Her Community

Carmen Grinkis, Leading Lady Making a Difference in Her Community

Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2022 spotlight, which included over 100 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 […]

AAF Wealth Management Quarterly Update

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 […]

Tax Planning Guides for Businesses & Individuals (2021-2022)

Tax Planning Guides for Businesses & Individuals (2021-2022)

When considering your optimal tax planning & compliance strategy, business & individual tax payers must account for all current and impending tax code changes. This includes the 2017 Tax Cuts and Jobs Act, the 2019 Further Consolidated Appropriations Act, the 2020 Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and subsequent stimulus initiatives, as […]

Grinkis Earns Advanced Life Insurance Underwriting Designation

Grinkis Earns Advanced Life Insurance Underwriting Designation

Carmen Grinkis, Wealth Advisor and Co-Managing Partner of AAF Wealth Management, recently earned a Chartered Life Underwriter® (CLU®) designation, which certifies she obtained expertise that exceeds basic life insurance underwriting requirements. In addition to the CLU®, Carmen has a PhD in Clinical Psychology, a Certification in Long-Term Care (CLTC®), and she is a licensed investment […]