Jonathan Bloom

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Watch Now: Individual & Family Tax Webinar 10/31

Watch Now: Individual & Family Tax Webinar 10/31

AAFCPAs’ Individual & Family Tax and Wealth Preservation Webinar As we near the close of another calendar year, we again encourage clients to assess their complete financial situation now in order to plan their year-end tax optimization strategy. As you do, be mindful that most tax reduction approaches must be implemented by December 31 or […]

From the Desk of Jonathan Bloom

From the Desk of Jonathan Bloom

On the Desk This time of year, we have an opportunity to step back and understand how things are progressing with your financial plan. Between interest rates, inflation, market volatility, and year end on approach, there is plenty to consider and still time to make strategic adjustments. It brings to mind one of my favorite […]

AAF Wealth Management Q1 Market Update

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 […]

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 […]

From the Desk of Jonathan Bloom

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 […]

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 […]

Jonathan Bloom Promoted to Director, Senior Wealth Advisor at AAF Wealth Management

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®). […]