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AAF Wealth Management Q2 Market Update

Summer is here, just in time for us to emerge cautious and bleary-eyed from quarantine. It’s been more gratifying this summer, in particular, to reunite with family and friends, connect in person with colleagues, and recharge with much needed vacations! The global economy and financial markets are gaining momentum as people get out and spend […]

3 Ways to Plan for your Grandchildren’s Financial Future

3 Ways to Plan for your Grandchildren’s Financial Future

For many of our clients, taking care of loved ones and leaving a legacy is an important part of your financial journey. The arrival of a grandchild marks the beginning or expansion of a new generation. There is a sense of magic as the baby represents the family projecting far into the future. These new […]

AAFCPAs Wealth Management Changes Name to AAF Wealth Management

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 […]

Catalysts Affecting Your Investments

As you may recall, one year ago we were discussing the tug-of-war between fear and greed. The fourth quarter of 2018 presented some of the worst stock market declines in decades. 2019 was a much different story in which most investments, including domestic stocks, real estate investment trusts, foreign stocks, and bonds, had strong synchronized […]