I was asked the other day whether we worked with clients as they enter into their retirement years. We do! As a matter of fact, these clients …
Continue Reading about Making the Most of Your Retirement Years: Our Ongoing Commitment to You
Estate Planning: Beyond the Signed Will – Have You Taken the Next Steps?
We often discuss the importance of estate planning, and many of you have diligently worked with your attorneys to create comprehensive plans. A core …
Continue Reading about Estate Planning: Beyond the Signed Will – Have You Taken the Next Steps?
You are a Target for Scammers
A couple of weeks ago, I received two texts. I didn’t look at these, since I was in a meeting with a client, but then my phone rang. Seeing it …
Staying Connected
Many clients worry about "taking up too much of our time." Please don't! We value our relationships and see you as a partner in working toward your …
The Power of Patience
Investors can easily get sidetracked by market fluctuations. We're bombarded with news headlines, social media updates, and the constant buzz …
Invest Like You Shop for Groceries, Not Perfume: A Lesson from Benjamin Graham
At AFIA, we often discuss with you our investment strategy and the importance of having a long-term perspective. In that vein, we want to share a …
