Wealth Advisory
Q1 2024 Performance Report and Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q1 2024 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. These insights reflect on some of the financial developments in the first quarter of 2024 that influenced […]
Carmen Grinkis, Leading Lady 2024
Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2024 spotlight, which included several 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 AAFCPAs.
From The Desk of Jonathan Bloom
Last quarter, we spent a lot of time talking about taxes, reviewing last year’s portfolio performance, and projecting income and expenses for the year ahead. Now, we’re focused on applying that insight to your financial plan and making sure there is alignment. I’m also working with many clients who need to set cash aside for […]
From The Desk of Andrew Hammond
Different times throughout the year provide different opportunities to explore certain personal financial planning strategies. At the end of the year, it’s taxes and Required Minimum Distributions (RMDs). But many of our conversations this time of year are about benefits. As we think about personal financial planning and benefits, consider the Health Savings Account (HSA). […]
From The Desk of Kevin Hodson
As we get the ball rolling in 2024, I’ve been working with clients on IRA contributions and tax filings. I’m also preparing to present at AAFCPAs’ Nonprofit Seminar in April. (We sent you an invite recently.) This event is a complimentary day of education we provide annually geared toward our nonprofit clients, primarily heads of […]
From The Desk of Carmen Grinkis
As you may know, I’m passionate about music. I remember in the late 1960s when my parents gave me a transistor radio to help me go to sleep at night. I would wait for a certain Carpenter’s song to play as it always did around the same time. Once I heard the lines, “On the […]
AAF Wealth Management Q4 2023 Market Insight
Last year was eventful both economically and otherwise, from bank failures in March to Fitch’s downgrade of U.S. government debt, a collapse in inflation, and the Federal Reserve signaling it might end rate hikes. In an ongoing commitment to keep you abreast on a range of issues that might affect you and your business, AAF […]
From the desk of Kevin Hodson
On the Desk Closing out 2023, we are reflecting on the continuous noise that permeates the markets. Our long-term approach helps us stay focused, though, as we look past week-to-week disruptions to bigger picture indicators. Interest rate increases, for example, have been on everyone’s mind. We’re less concerned with those trends at this point, as […]
From the Desk of Carmen Grinkis
It’s that time of year again: not just the holidays themselves but also the annual Tiverton Four Corners Re-Tree contest. The town votes on art installations made from recycled materials, and I’m proud to have earned second place! If any voters are listening, though, I’ll gladly accept first place in 2024. My entry was titled […]