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 …
Why We Work as a Team on Your Accounts
Traditional financial advisors often work independently, with one representative managing several accounts. However, we follow a different approach. …
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Can You Afford to Get Out of a Bad Investment?
We've all been there. You poured your heart (and your money) into a stock or business venture, only to see it flounder. The urge to “hold on” can be …
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Protect Yourself from Financial Abuse
As your financial advisor, we want to help you reach your financial goals and support your financial security. That’s why we need to address a growing …
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Think Twice before Converting Your IRA to a ROTH
Recently I heard a radio ad that asked: "Will your traditional IRA cost you thousands in taxes?" The financial planner asking this question suggested …
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