Jonathan Bloom
Posts by Jonathan Bloom
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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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, […]
2021
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10.11
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 […]
2021
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06.22
AAFCPAs Wealth Management Changes Name to AAF Wealth Management
(June 21, 2021) – AAFCPAs Wealth Management today announces the adoption of AAF Wealth Management as its global brand name. The change better reflects the company’s multi-disciplinary talent, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), professionals Certified in Long-Term Care (CLTC®) planning, and licensed insurance advisors. AAF Wealth Management remains a proud affiliate […]
2020
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11.09
Watch Now: 2020 Tax Planning Webinar: Guidance for Individuals
In 2020, tax planning is more complicated than usual. It may be daunting to understand brackets and rates, where and when to retire, capital gains, and what to do with retirement plans. In this 1 hour webinar, AAFCPAs Tax & Wealth Advisors cover what taxpayers need to know for 2020 year-end, as well as year-round […]