Our Blog
An Investment Advisor from the Old School.
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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 component of these plans is your will, and your living (revocable) trust if you have one. These are crucial documents that reflect how you want your assets distributed. However, this is…
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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 was a call from the same family member, I excused myself, walked out, and answered her call. She had been ordering medical supplies from Amazon…
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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 financial goals. Staying connected is valuable for us to offer helpful guidance because life is full of changes – new careers, families, education expenses, businesses, homes, health challenges,…
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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 about the “next big thing.” But at AFIA, we believe that true, long-term investment success hinges on a less glamorous, yet far more powerful virtue: patience. We focus on identifying fundamentally sound companies that are…
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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 principle from an early mentor of Warren Buffet, Benjamin Graham: “Buy stocks the way you buy groceries, not perfume.” What does this mean? It’s a powerful analogy that emphasizes…
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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. While you might usually interact with one or two of us, our team works to manage your portfolio. We think this collaborative method offers at least five key advantages: We understand this may seem unusual. However, you…