Posts by Emily Levine
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 […]
AAFCPAs Wealth Management Welcomes Emily Levine, Investment Operations Specialist
AAFCPAs Wealth Management continues to grow and invest in team capabilities, and we are pleased to announce the addition of Emily Levine as Investment Operations Specialist. Emily has 15+ years’ experience in financial services and joins our growing team of wealth advisors. “In response to our on-going commitment to offer each client a personalized, holistic planning approach, […]