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Investment Insights From New York

It’s always a challenge to be out of the office. As you all know, it seems that in every office there’s too much to do and too little time, which makes it easy to start feeling buried in paper! But it’s critical for us to get out and meet with top investment providers and researchers about what’s […]

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The headlines of this morning’s Sun-Sentinel (above) say it all! A threatening Cat 4 hurricane headed to South Florida after doing major damage in the Caribbean, but fortunately passed far enough off the coast that in Boca Raton we escaped unharmed and undamaged. We are all fine, but have NOT yet received the all-clear to return […]

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Hurricane Matthew Alerts

Dear Clients and Friends: Like many of you, we are carefully monitoring the weather situation as Hurricane Matthew approaches. We plan to try to maintain normal office hours tomorrow, on Wednesday October 5. It is likely that the office will be required to close on Thursday, October 6 and Friday, October 7, due to storm-related […]

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Capital Insights: What’s New in Washington D.C.

I just came back from Washington D.C., where a series of industry meetings offered high-level insights into what could be in store for us – and our portfolios – as we get closer to the elections. Washington insiders talked about what either a Republican or Democratic victory could mean for taxes, regulation, and legislation, and which business […]

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Congratulations To New CFP® Rachael Grattan!

We consider it a huge accomplishment to complete the CERTIFIED FINANCIAL PLANNER™ curriculum and requirements. So please join with us in offering our warm congratulations to Rachael Grattan in our office, who just successfully completed all requirements of the CERTIFIED FINANCIAL PLANNER™ program and earned her right to use the CFP® mark! Rachael also received a […]

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We Love To Work With Women Clients, And It Shows!

It’s no secret that we love to help women make good money decisions so they can live their lives to the fullest and build a secure future for themselves and their families. That’s why we are so pleased to announce we’ve received the 2016 Women’s Choice Award® for Financial Advisors! The Women’s Choice Award® is the premier […]

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Mentoring Can Be A WIN-to-WIN For Women CFPs!

If you haven’t seen it already, take a look at the article on the new CFP mentorship program for women in Investment News. I already signed up last week to be a mentor under the Certified Financial Planner Board of Standards’ new WIN-to-WIN program, which will pair women studying to be certified financial planners with experienced […]

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Picking Up New Financial Planning & Investment Insights at FPA Conference

Last Thursday and Friday, Mari Adam, Rachael Grattan and Stephanie Cooper were at the 36th Annual Conference of the Financial Planning Association of Greater Fort Lauderdale, which took place in Boca. (We actively serve on the South Florida FPA Board of Directors, and Rachael and Stephanie  chair Next Generation events supporting up-and-coming Certified Financial Planner™ licensees). The FPA Conference is Southeast […]

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It’s Spring! Here’s What’s Sprouting At AFA

Client Services Associate Nancy Alvarez #50 and husband Carlos #51 participated in the Second Annual Run AWAY 5K Trail Run/Walk earlier this month to help increase awareness about sustainable living. Held at the Solid Waste Authority of Palm Beach County’s Greenway Trail System, this 3.1 mile course took runners through cabbage palms, cypress hammocks, marshes and […]

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katrina & Mari

Needed: More Women In Financial Planning

Mari Adam, CFP®, President of Adam Financial Associates in Boca Raton, Florida and Katrina Soelter, who is working towards CFP® certification, and a Financial Advisor with Wells Fargo Advisors in Los Angeles, partnered to support CFP Board’s Women’s Initiative (WIN) at Claremont McKenna College in Claremont, California on February 19. Adam and Soelter spoke with […]

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