AAF Wealth Management Q1 Market Update

Hope springs forth eternal What a difference a year makes! Twelve months ago, the advent of Spring promised both warmer weather and increased hopes of widespread availability of COVID vaccines. Optimism was renewed as we began in earnest to look forward to resuming life as normal. Fast forward one year: the news continues to improve […]

Live Session: State of the Market, April 27

Live Session: State of the Market, April 27

AAFCPAs’ Annual Nonprofit Educational Seminar is Virtual Again in 2022! AAFCPAs is offering a full day of educational content (9am – 3pm) designed to educate, challenge, and inspire nonprofit professionals! As a client and/or friend of AAFCPAs, your registration is complimentary. Reserve your seat.>> Featured Session: State of the Market from AAF Wealth Management (2:35pm […]

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®). […]

Carmen Grinkis, Leading Lady Making a Difference in Her Community

Carmen Grinkis, Leading Lady Making a Difference in Her Community

Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2022 spotlight, which included over 100 inspiring, passionate, determined leaders who are making a difference in their Rhode Island communities. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of […]

The Market’s Response to War and Uncertainty

It’s been almost two weeks since Russian troops entered Ukraine. We too watch in horror as the toll on Ukrainian civilians continues to grow. In addition to the lives lost and infrastructure destroyed, we are witnessing the fastest growing refugee crisis in Europe since World War II, according to the United Nations. “Any man’s death […]

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 […]

Tax Planning Guides for Businesses & Individuals (2021-2022)

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 […]

Grinkis Earns Advanced Life Insurance Underwriting Designation

Grinkis Earns Advanced Life Insurance Underwriting Designation

Carmen Grinkis, Wealth Advisor and Co-Managing Partner of AAF Wealth Management, recently earned a Chartered Life Underwriter® (CLU®) designation, which certifies she obtained expertise that exceeds basic life insurance underwriting requirements. In addition to the CLU®, Carmen has a PhD in Clinical Psychology, a Certification in Long-Term Care (CLTC®), and she is a licensed investment […]

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 […]