catch up with AFM's Latest Financial Strategies Newsletter

FINANCIAL STRATEGIES NEWSLETTER

FIRST QUARTER 2025

Sana,

In this quarter's newsletter we discuss how to help reduce your tax bill by harvesting losses in your investments, provide a guide to tariffs, and have some planning tips for empty nesters. Lastly make sure to check out our News & Notes section for some exciting updates!

The AFM Team

MARKET UPDATE

It was a rough March for stocks, capping off a weak quarter to start the year. Technology and growth stocks experienced higher levels of volatility to start the year on concerns surrounding AI and valuations.

HAS MY FINANCIAL ADVISOR TURNED INTO A FARMER? WHAT IS TAX LOST HARVESTING?

With stock markets down from their highs, now is a good time to learn about how tax-loss harvesting could potentially help reduce your tax bill.

CARROTS AND STICKS: A TARIFF STORY

As tariffs kick in, you might wonder what exactly are they, and how can a better understanding of them help you make smarter investment moves.

FINANCIAL PLANNING FOR EMPTY NESTERS

Here, we’ll focus on some common financial planning issues encountered by empty nesters (or those soon to be!). From finding new ways to save to considering powers of attorney, learn how to navigate this exciting transition while planning for the next phase of life.

AFM NEWS & NOTES

AFM named one of the 52 Best RIAs to work for by Financial Planning!
Alexandra joined Ben Lewis for the FPA's 25th anniversary celebration livestream.
Charneè and Lou's wedding send off.
Chaunté passed the FPQP exam!
Multiple AFM team members were quoted in several media articles.

TAX RETURN REQUEST

If you haven't done so already, please send us a copy of your 2024 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. The easiest and most secure way to send your tax return is through your Investor360 online access. For instructions on how to upload your return click here. Don't have an Investor360 login? Please contact us to have one setup.

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Armstrong, Fleming & Moore, Inc.

202.887.8135 |202.887.0050 Fax | info@afmfa.com

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.

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