FOLLOW AFM ON SOCIAL MEDIA!
|
Market Update First Quarter 2019
After the United States stock market indices declined in the fourth quarter of 2018, they recovered nicely in the first three months of 2019. In fact they regained all lost territory. Continue Reading
|
Tax Return Request
If you haven't done so already, we kindly request that you send us a copy of your 2018 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.
|
|
Investment In Your Values: A Review of ESG and SRI Investing
Have you given thought to investing in sustainable, environmentally friendly practices? Here we hi
ghlight and explain the differences between two rapidly growing investment strategies.
Continue Reading
|
|
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?
Continue Reading
|
|
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.
Continue Reading
|
|
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.
Continue Reading
|
|
SAGE Tuition Rewards
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. For a reminder on how this program works click here.
|
Make your voice heard
Please let us know if you have any comments or suggestions you have for the format of this newsletter or ideas for future articles. Contact Us
|
|
|
|
Alex Armstrong presented the 2018 Alexandra Armstrong Lifetime Achievement Award to Karen Schaeffer
AFM was named as a 2019 Best Places to Work for Financial Advisers for the second straight year
John Wittelsberger proposed to his girlfriend April Guise
|
|
For Further Reading
Check out Alexandra Armstrong and Chris Rivers' latest article for Better Investing Magazine for everything you need to know about a 401(k).
Continue Reading
|
How to Get Help with Anything You Need
In addition to your financial planner, you have a team supporting you. We have nine exceptionally talented colleagues ready to assist.
|
Financial Planning &
Asset Management Team
Call or email members of the financial planning team if you have questions related to any of the following:
- The state of the economy or financial markets
- Your financial plan or to discuss a new planning issue
- Your portfolio
- Understanding financial planning, investment, or tax reports
- Trading issues
- Email the team
|
Operations & Client Service Team
Call or email members of the client service team if you have questions related to the following:
- Scheduling appointments
- Moving money (e.g. deposits, withdrawals, transfers, checks)
- Account paperwork (e.g. new accounts, beneficiary changes)
- Questions about accessing your Client360® online portal
- Changes in contact information (e.g. new address, phone number)
- Email the team
|
|
Our mission is to provide prudent financial solutions that achieve your goals through personalized financial planning and independent investment advice, and to do this with integrity, objectivity and excellence.
|
Armstrong, Fleming & Moore, Inc.
1800 M Street NW, Suite 1010-S |Washington, DC 20036|
www.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.
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.
|
|
|
|
Order your own copy of On Your Own for yourself or a loved one here:
