How Nvidia is Shaping the S&P 500’s Performance in 2024
S&P 500 Update: Nvidia's surge drives one-third of year-to-date gains, reshaping portfolio analysis with its market impact.
Global Markets Trade Higher After April Sell-Off
AFO2024-06-17T06:04:51+00:00May Market Update: S&P 500 up 5.1%, Nasdaq hits new highs. Bond yields drop on easing inflation, sparking rebound amid economic swings.
June 17, 2024Investment, Wealth Management
Financial Strategies for Doctors, Dentists and Surgeons
AFO2024-06-17T15:11:34+00:00Learn how doctors, dentists, and surgeons achieve financial stability through strategic planning, budgeting, and retirement saving for a secure future
June 12, 2024Investment, Retirement
Why Employee-Owned Firms are the Ideal Choice for RIA Mergers and Acquisitions
AFO2024-05-27T05:34:42+00:00As the landscape of Registered Investment Advisors (RIAs) continues to evolve, the topic of mergers and acquisitions (M&A) has become increasingly prominent. The allure of consolidation, growth opportunities, and potential financial gains has led many firms to explore M&A as a strategic avenue for expansion. However, amidst the flurry of...
May 27, 2024Family Office, Financial Advisors, Financial Planners
An Updated Timeline on Expected Interest Rate Cuts
AFO2024-05-19T06:58:14+00:00Ten months have passed since the Federal Reserve last raised interest rates. The pause in rate hikes follows a 17-month period where the central bank raised interest rates by +5.00%. It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts...
May 19, 2024Investment, Stock, Wealth Management
Rising Treasury Yields Cause Stocks & Bonds to Trade Lower
AFO2024-05-19T06:57:57+00:00The S&P 500 traded lower for the first time in six months. The magnitude of the sell-off was relatively small at -4.0%, but it ended the S&P 500’s 5-month rally. A rapid rise in Treasury yields contributed to the move lower in equities, with the 10-year yield rising +0.48% to...
May 12, 2024Family Office, Investment
May 11, 2024Press Releases
Rising Manufacturing Orders Signal Future Economic Growth
AFO2024-05-19T06:58:04+00:00The Institute of Supply Management (ISM) conducts a monthly survey that focuses on the manufacturing industry. The survey asks purchasing and supply managers from over 400 manufacturing companies and 20 different industries (i.e., the individuals who manage their firm’s supply chains) about their business and operations. Survey questions ask about...
May 3, 2024Blogs, Investment
Key Updates on the Economy & Markets
AFO2024-05-09T17:56:01+00:00Stocks continued their upward trajectory in early 2024. The S&P 500 returned more than 10% for a second consecutive quarter, setting multiple new all-time highs along the way.
April 15, 2024Blogs
Asset Allocation & Financial Planning Q2 2024
AFO2024-04-15T16:32:11+00:00AAFP-2Q2024-kthsdtr_04.03.2024 Download
April 15, 2024Press Releases