A couple of weeks ago, I received two texts. I didn’t look at these, since I was in a meeting with a client, but then my phone rang. Seeing it …
Staying Connected
Many clients worry about "taking up too much of our time." Please don't! We value our relationships and see you as a partner in working toward your …
The Power of Patience
Investors can easily get sidetracked by market fluctuations. We're bombarded with news headlines, social media updates, and the constant buzz …
Invest Like You Shop for Groceries, Not Perfume: A Lesson from Benjamin Graham
At AFIA, we often discuss with you our investment strategy and the importance of having a long-term perspective. In that vein, we want to share a …
Why We Work as a Team on Your Accounts
Traditional financial advisors often work independently, with one representative managing several accounts. However, we follow a different approach. …
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Can You Afford to Get Out of a Bad Investment?
We've all been there. You poured your heart (and your money) into a stock or business venture, only to see it flounder. The urge to “hold on” can be …
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