Jonathan Bloom
AAFCPAs Morrison, Bloom to Serve on Board at The Whole Child, Inc.
AAFCPAs is excited to announce that Amy Morrison, CPA, Manager, AAFCPAs and Jonathan Bloom, CFP®, Wealth Advisor, AAFCPAs Wealth Management have been appointed and agree to serve on the Board of Directors and Finance Committee at The Whole Child, Inc., an organization dedicated to empowering the youth of our community with the broad skills needed […]
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 […]
Personal Financial Planning Considerations for Executives
Listen to Podcast Click here to listen to podcast or use the above media player. Most investors are terrified of market volatility, and those retirees that experience it in the first few years of retirement could face retirement spending shortfalls. This podcast will outline one strategy to manage the dangers of sequence of return risk […]
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, […]
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: AAFCPAs Wealth Management is firmly dedicated to servicing our clients and enhancing your financial wellbeing. Ultimately, we believe it is our 1) diversity of talent from our team, 2) four […]