AFA Blog

The High Cost of Health Care A financial strategy can take health care costs into account.   Provided by American Financial Advisors   One of the most ubiquitous aspects of social media in recent years has been the arrival of Amer...

The FIRE Movement A radical new approach to working, saving, and retiring.   Provided by American Financial Advisors   Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early...

Eight Mistakes That Can Upend Your Retirement Avoid these situations, if you can. Provided by American Financial Advisors, LLC   Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mis...

Money Moves to Consider in Summer Now is a good time to think about a few financial matters.   Provided by American Financial Advisors, LLC   Next April – and cooler weather - may seem far off, but this may be an excellent time to...

  Summer Newsletter SMART TIP: Want to start working out, but need more motivation and support? Search Facebook or other social media platforms for local, group fitness classes and meetups. You might be surprised by what events are availa...

Your Diversified Portfolio vs. the S&P 500   How global returns and proper diversification are affecting overall returns.     Provided by American Financial Advisors, LLC   “Why is my portfolio underperforming the market?” Thi...

  What the SECURE Act Could Mean for Retirement Plans If passed, it would change some long-established retirement account rules. Provided by American Financial Advisors, LLC If you follow national news, you may have heard of ...

Tolerate the Turbulence Look beyond the moment.  Stay focused on your long-term objectives.   Provided American Financial Advisors, LLC   Volatility will always exist.  You invest for the long term and must learn to tol...

Reliable Information vs. instinct.What follows is a broad mental checklist all investors can use to increase their odds of a successful investment experience during a lifetime of “decisions”.   The choices we make with our assets can be strongly infl...

Your Financial Wingman If anything happens to you, your family has a trusted source to consult. Provided by American Financial Advisors, LLC If you weren’t around, what would happen to your investments? In many families, one person handles inves...

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a ...

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’...

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of th...

Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectan...

As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions. Duri...

"The ratio of upgrades to downgrades for U.S. large caps (corporate earnings) stands at the highest level since the data series started in 1988." Richard Turnill, Blackrock Global Chief Investment Strategist "Based on current earnings and upward re...

Below is an excerpt from an interview this past September with JP Morgan Chase CEO, Jamie Dimon at the The Economic Club in Washington, D.C. with David Rubinstein, CEO of the Carlyle Group. If after reading the snippet below you are interested in wat...