Our Blog
An Investment Advisor from the Old School.
-
Taming the “What If?” Monster: Why Fear Shouldn’t Sideline Your Planning
Let’s be honest, when it comes to money and investing, that little voice in the back of your head can get pretty loud. It mutters things like, “What if the market crashes right after I invest?” or “What if I choose the wrong date to start receiving Social Security.” We’ve all been there, staring at…
-
Making the Most of Your Retirement Years: Our Ongoing Commitment to You
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 are an important part of what we do. After all, we are here to not only help you build the resources needed for your future, but also to…
-
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…
-
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…
-
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,…
-
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…