Financial Strategies First Quarter 2019

 

AFM NEWS & NOTES

Check out what our team has been up in the last few months. Read More >>

 


 

MARKET UPDATE FIRST QUARTER 2019

After the United States stock market indices declined in the last quarter of 2018, they recovered nicely in the first quarter of 2019. Read More >>

 


 

INVESTMENT IN YOUR VALUES: A REVIEW OF ESG AND SRI INVESTING

Have you given thought to investing in sustainable, environmentally friendly practices? Here we highlight and explain the differences between two rapidly growing investment strategies. Read More >>

 


 

PHISHING EMAILS: GET HOOKED AND YOU COULD LOSE A LOT MORE THAN YOU BARGAINED FOR

What could be the harm in responding to or even just opening an email message from unknown senders? Read More >>

 


 

THE SURVIVAL OF THE MODERN PORTFOLIO

The modern portfolio, like the birch bark canoe, depends not just on its construction, but on its plan and implementation for survival. Read More >>

 


 

IS YOUR HOME A GOOD INVESTMENT?

There are so many factors that go into whether buying a home is right for you, that after digging into the details it may not seem like such a great investment. Read More >>

 


 

SAGE TUITION REWARDS UPDATE

We wanted to remind our AFM clients that you are eligible to provide a unique benefit to family members – the opportunity for the students in your immediate & extended family to earn discounts on tuition at an expanding national “network” of 400+ private colleges and universities.  Read More >>