Print Friendly, PDF & Email



AAFCPAs Wealth Management Shares Proactive Strategies for Investors in a Strong Market

AAFCPAs Wealth Management is constantly reviewing market conditions to be thoughtful, disciplined, and opportunistic to changes that occur over time.  Market volatility is not something you can control, but how you position yourself now will have a lasting impact. The US financial market is strong. Rejoice! The bull market continues for the past eight years since the great recession.  Good markets allow us to grow and squirrel away money before... continue reading

AAFCPAs releases 8-part educational podcast series, designed to help nonprofits thrive

AAFCPAs releases 8-part educational podcast series, designed to help nonprofits thrive

AAFCPAs is excited to announce the release of our 8-part educational podcast series offering actionable takeaways for organizations to improve efficiency, effectiveness and performance controls. This collection of podcasts is the 2nd series of recordings from AAFCPAs’ Annual Nonprofit Educational Seminar. These podcasts, and accompanying introductory videos, feature full audio of thought-provoking sessions recorded on May 3rd, 2017 in front of a live audience of 300+ nonprofit executives and board members.  Several... continue reading

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: Carmen Grinkis, PhD, CLTC, CFP® has joined our team as a Senior Wealth Advisor and Director of Wealth Management.  Carmen is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds a Certification in Long-Term Care (CLTC).  In addition, Carmen has a PhD in... continue reading