Greetings!
This quarter we want to share some insights about topics that have been top of mind for our team and let everyone know what AFM has been up to the past several months. As always feel free to share any feedback you might have or topics you would like to hear from us about.
The AFM Team
|
|
Equity markets rallied in June, which capped off a positive month and quarter for all three major U.S. indices. Both the S&P 500 and Nasdaq Composite hit record highs in June before pulling back slightly toward month-end. Read More
|
|
DO I NEED UMBRELLA INSURANCE? |
When your local weather forecaster tells you that it's going to rain, what do you do? That's easy, you reach for your umbrella. So why not purchase an umbrella that can protect you in stormy financial weather? Umbrella liability insurance (ULI) can do just that.
|
|
|
HERE BE DRAGONS: THE STRANGE NEW WORLD OF BITCOIN, SPACs, MEME STOCKS, AND MORE |
Like the medieval mapmakers that labeled unexplored realms with mythical beasts, investors may wonder what lurks beyond the unknown horizon. Should they dare go there?
|
|
|
EMPLOYEE EQUITY COMPENSATION: STOCK OPTIONS, GRANTS & MORE - AND WHAT THEY MEAN TO YOU |
Employee equity compensation is a common benefit provided by public companies and some private companies (especially startups) but one that is often misunderstood by employees. It comes in several different forms, and given the rise in popularity, it’s important to know the basics of how they work. Read More
|
|
|
SHOULD I WAIT TO START MY SOCIAL SECURITY BENEFITS? |
Deciding when to begin taking your Social Security retirement benefits can be difficult because there are many factors to consider. Even if you plan to keep working, benefits are available to most workers as early as age 62, but you can delay collecting each year until age 70. Read More
|
|
|
- Alex's interview on Michael Kitces podcast
- Carl Holubowich and several other Commonwealth advisors and home office staff participated in the Peloton Corporate Showdown
- Carl Holubowich, John Wittelsberger, & Chris Rivers participated in the 27th Annual Financial Planning Association of the National Capital Area Charity Golf Classic
|
|
|
ALEXANDRA ARMSTRONG BOOK SIGNING AT THE SUNCOAST LOCAL BOOK FAIR |
As a resident of Sarasota, Florida, Alexandra Armstrong is thrilled to be a featured author at this event, because it allows her to support her local independent bookstore which is owned by a woman entrepreneur!
If you are in the Sarasota area, please stop in to see Alexandra in person at Bookstore 1 on August 2, 2021, between 10:00 am and 11:00 am
Bookstore 1
12 S Palm Ave
Sarasota, FL 34236
|
|
If you haven't done so already, we would like to kindly request that you send us a copy of your 2020 Federal and state returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. Exactly how the information is used varies from client to client, but may include analyzing Roth conversions, calculating tax projections, and tracking tax data that can impact investment decisions. |
|
Armstrong, Fleming & Moore, Inc.
Providing financial planning and investment advice since 1983
|
|
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed Insurance products and services and advisory services offered by Armstrong, Fleming & Moore, Inc., a Registered Investment Adviser, are separate and unrelated to Commonwealth.
We do not accept orders via e-mail to request, authorize, or effect the purchase or sale of a security, to send mutual fund instructions, or to effect any other transaction. Receipt of important letters, e-mails or fax messages, particularly those related to security transactions, must be verified by telephone at 202.887.8135.
This e-mail is an advertisement and you may opt out of receiving further e-mails. To opt out, please click on the Unsubscribe link below. For more information, please visit the FTC's website at www.ftc.gov
|
|
|
|
|
|
|
