Wealth Advisory
AAF Wealth Management’s Q3 2022 Market Perspective
A PROLOGUE TO THE STORY… As we sat down to pen this latest quarterly newsletter, we couldn’t help but think of the opening scene of the movie The Big Short (2015). “IT AIN’T WHAT YOU DON’T KNOW THAT GETS YOU INTO TROUBLE. IT’S WHAT YOU KNOW FOR SURE THAT JUST AIN’T SO.” – MARK TWAIN The […]
AAF Wealth Management Q2 2022 Market Update
“You may not control all the events that happen to you, but you can decide not to be reduced by them.” – Maya Angelou And just like that, we turn the page on another quarter in the markets. Let’s be honest: we can’t turn the page quick enough given the Q1-2 market performance. While stock […]
AAF Wealth Management Q1 2022 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
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. Featured Session: State of the Market from AAF Wealth Management (2:35pm – 2:50pm) In […]
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, 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)
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 […]