Wealth Advisory
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 […]
From the Desk of Jonathan Bloom
My big news “on and off the desk” is… I’ve been promoted to Partner! I’m proud of the achievement and humbled by the outpouring of respect and support from my colleagues, clients, family, and friends. It’s been an exciting journey—from my roots as a trader at one of the world’s biggest brokerage firms and now […]
From the Desk of Andy Hammond
On the Desk When asked if there are common themes as we approach the finish line of 2023, there is of course the logistical year-end planning, dotting of I’s and crossing of T’s. But conversations the past few weeks have a common thread of apprehension and unease. Unsurprisingly, the continuous stream of challenging world news […]
Jonathan Bloom, CFP®, AIF®, Wealth Advisor Promoted to Partner
Boston, MA (December 11, 2023)—AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, wealth management, assurance, accounting, business process and IT advisory solutions, is pleased to announce the promotion of Jonathan Bloom, CFP®, AIF®, Senior Wealth Advisor, AAF Wealth Management to Partner effective January 1, 2024. Jonathan joined AAF Wealth Management in […]
Managing Generational Change in Family Business
Running a business in today’s global economy is challenging due to rapidly evolving technology, changing consumer preferences, and economic uncertainties—which all require constant adaptation and innovation to remain competitive. When the company is closely held or family-owned, however, the complexities may increase tenfold. There are additional emotional and psychological elements to contend with, legacy concerns, […]
Job Change? Now is a Good Time to Revisit Your Financial Plan
When you change employers, embark on a long sabbatical, take early retirement, or experience any sort of significant career shift, you face a new set of financial challenges. A new job might reverse plans or steer you in a new direction. You might need to reassess what you value, how you manage assets, and what […]