November 8, 2019

It is that time of the year again. No, I don’t mean football season or the turning of the leaves… What I mean is that it is time to start working on tax management. October is usually the month when we begin reviewing our taxable accounts with a specific focus on tax oppo...

4th Quarter Market Update

Topics of discussion include:
- With the longest bull market in history, where do we go from here?

- Will the strength of the U.S. consumer carry the economy?

- How does the market volatility impact your portfolio?

For more videos, check out our...

August 6, 2019

Unfortunately, I think we all need to get used to this sort of headline. Yesterday, both the U.S. and China took additional steps to further their own trade agendas. It would seem that these steps are moving our two nations further away from finding an agreement.

In the...

3rd Quarter Market Update

Topics of discussion include:
- Mid-year market update for 2019

- Thoughts on federal reserve action on interest rates

- Planning for when things go wrong

For more videos, check out our or our YouTube page.


If you have any questions regarding t...

June 7, 2019

Jason takes us through a mental exercise to help us understand how investors should react to things that may impact an investment portfolio. 

Thank you for the opportunity to serve you and your family. 

AFP Team

May 13, 2019

As of 3:00pm today the US markets are down 2.5% to 3% on the news that the tariffs and global trade concerns may not be drawing to a close this week, as previously anticipated by the Trump administration. Interestingly, most Wall Street economist's believe that the trade...

2nd Quarter Market Update

Topics of discussion include:
- Market update and outlook for 2019
- Thoughts on recession worries, federal reserve action and inflation

For more videos, check out our or our YouTube page.


If you have any questions regarding the replay, please...

March 19, 2019

As advisors, our process begins by asking about your financial goals. In most cases, the number one goal is a sustainable retirement in which you have an income that you do not outlive. From there, we want to construct a blueprint for your financial plan that will become...

The the last quarter of 2018 saw sharp declines. So what's in store for 2019?  

Topics covered include:

- Summary of how the markets overall performed in 2018.

- A deeper dive in our Adams Financial investment strategy.

- Our thoughts for 2019.

Thank you,

Lyn

January 10, 2019

Let's turn our attention to what is coming in 2019 and beyond. 

Topics covered include:

- The big 3 variables to the market

- We view 2019 as a potential big year; problem is determining the direction

- Managing expectations in a normal stock market cycle.

Thank you,

Lyn

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