Jonathan Bloom
Posts by Jonathan Bloom
2023
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09.06
AAF Wealth Management Now Powered to Manage 401(k), 403(b) Accounts
Boston, MA (September 6th, 2023) — AAF Wealth Management, a boutique Registered Investment Advisory (RIA) firm serving select individuals and families, today announced its ability to manage client assets in held away accounts including 401(k)s and 403(b)s. Through a new platform, we now have the ability to proactively manage your retirement account as part of your […]
2023
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04.18
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 […]
2023
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01.19
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 […]
2022
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11.18
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 […]
2022
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11.03
From the Desk of Jonathan Bloom
At AAF Wealth Management, we spend most of our energy focused on financials to help ensure progress towards your goals. What we often miss these days is insight into the behind-the-scenes activity that makes us who we are – and makes us a great partner for you. Before the pandemic, we enjoyed more time in […]
2022
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10.20
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 […]
2022
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07.19
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 […]
2022
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04.11
Jonathan Bloom Promoted to Director, Senior Wealth Advisor at AAF Wealth Management
AAFCPAs is pleased to announce the promotion of Jonathan Bloom, CFP®, AIF® to Director & Senior Wealth Advisor at AAF Wealth Management. Jonathan is an experienced and passionate wealth advisor with a commitment to independent, client-centric advice. He is a licensed investment advisor, a CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL, and an Accredited Investment Fiduciary (AIF®). […]
2022
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01.19
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 […]
2021
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11.17
Watch Now: 2021 Year-End Tax Planning & Compliance for Individuals, Families, and Trusts
AAFCPAs Tax Leaders provide an overview of what you need to know heading into year-end 2021. Congress tends to enact tax law changes every year. They also tend to put off passing tax legislation until the 11th hour. As we approach the end of 2021, this continues. AAFCPAs monitors closely the status of emerging legislation, […]