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Want To Invest With A Social Conscience? Here’s A Great Success Story.

Some of our clients are firm believers in investing with a conscience, and choose to put their money where their mouth is. They’ve asked us to identify investments that reflect their values, like protecting the environment, advancing gender equality, or supporting community engagement. Socially responsible investing (SRI) has definitely come of age, now capturing one-fifth of all funds professionally managed […]

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Thinking Of Buying A Vacation Property?

Tempted by the thought of spending your free weekends at a beachfront condo, tranquil lakefront home, or perhaps a getaway in the mountains? Americans across the country have been snapping up second homes. Some are planning for their own retirement, while others are seeking investment properties they can rent out, or places to escape with […]

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Quote Of The Week: Busting ETF Myths

Investment executive Noah Hamman takes on some popular ETF (that’s short for Exchange Traded Fund) myths in a recent column. While the ETF structure can frequently lend itself to lower costs, Noah warns that it’s unwise to assume that ETFs always have the low-cost advantage over mutual funds and other investments. Here’s his take on the […]

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Making Florida Your New Home? Here’s How To Avoid Tax Problems

We were talking to a new Florida resident the other day in our office. After a lifelong career in media in New York, he called it a day and moved to South Florida to retire. Part of our conversation revolved around what he needs to do to establish residency in Florida and avoid any future […]

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Mari Adam Among “Best Of Best” Independent Financial Advisors Attending Barron's Top Independent Women Advisors Summit

Mari Adam Among “Best Of Best” Independent Financial Advisors Attending Barron’s Top Independent Women Advisors Summit

Washington, D.C. (June 14, 2017)—Mari Adam, President of Adam Financial Associates, Inc. attended the second annual Barron’s Top Independent Women Advisors Summit, hosted by Barron’s magazine to exchange ideas and best practices, with an eye towards improving their business and serving the investing public in the best possible manner.  The invitation-only conference was held June 12-14 […]

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It’s Summer! Here’s What Is New At AFA

As we kick off the summer season, we are eager to share with clients and friends all the big developments underway at Adam Financial Associates. First of all, we’re pleased to announce an exciting addition to our team. Iris Chapman just joined our firm as our new Director of Client Services. Iris has a long history of service […]

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Security Alert: Fraudulent “Phishing” Email Attack

Security Alert:  Clients should be alert to an ongoing, large-scale “phishing” campaign in which clients may receive fraudulent emails that appear to be from Schwab. Schwab has advised us that they are currently responding to a phishing attempt in which clients are receiving emails that appear to be sent by Schwab’s fraud and security departments. The […]

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mortgage

Despite Interest Hikes, Mortgage Rates Stay Super Attractive

The Federal Reserve raised short-term interest rates last week, but mortgage rates remained virtually unchanged, making it an ideal time to refinance or lock in a mortgage on a new home. Many people think Fed rate hikes should lead to higher mortgage costs, but that’s not always so. That’s because the Fed controls short-term interest […]

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Older Parents Living In High-Rise? Brush Up On Fire Safety Tips

The horrific high-rise fire in London highlighted the potential dangers of living in a multi-story building. Take a moment to brush up on safety guidelines to keep your loved ones out of harm’s way. Who needs to be aware of fire safety issues? Fire safety should be a key concern if you: live in a multi-story building, or […]

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Which Large Banks Earned Top Ranking For Best Service, Products?

Who says big banks can’t be friendly? Kiplinger Personal Finance magazine just announced its top picks for “best large bank” and two of the winners offer deals that might just make you smile. Competing in the “large bank” category are financial institutions that blanket multiple states with branches and offer the broadest array of products and services. […]

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