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Importance of Financial Advisory for Small Businesses
AFO2023-12-05T07:11:43+00:00Running a small business can be a demanding and challenging endeavor. Business owners are often stretched thin across various responsibilities...
S&P 500 Registers its Biggest Monthly Gain Since July 2022
AFO2023-12-02T14:24:56+00:00The big story during November was the decline in Treasury yields. The bond market experienced large moves in interest rates,...
Key Benefits of Year-End Tax Loss Harvesting
AFO2023-11-29T12:21:46+00:00In a perfect world, investors would only see gains when checking their accounts. But in the real world, the stock...
Financial advisor for business owners: Tips & services
AFO2023-11-01T10:52:59+00:00A business financial advisor is a financial professional who provides business advising or guidance to businesses for compensation. These advisors...
How Tax Credits Can Play a Big Role for Small Businesses
AFO2023-10-30T17:50:05+00:00How Tax Credits Can Play a Big Role for Small Businesses b4b-tax-incentives-2023 Download
The S&P 500’s Concentration Offers a Lesson on Diversification
AFO2023-10-28T18:48:00+00:00The S&P 500’s Concentration Offers a Lesson on Diversification Written by: Susan Smith (CFA) & John Smith (CFP) Reviewed by: Rob Santos Rob...
Client Letter | 3Q 2023 Recap & 4Q 2023 Outlook
AFO2023-10-28T18:37:51+00:00Stocks and bonds were both impacted by a chain of events during the third quarter. It started with rising oil...
Why Interest Rates Could Remain High Heading Into 2024
AFO2023-10-28T18:40:41+00:00The current economic environment is drawing comparisons to the 1970s. In the early 1970s, oil prices surged following OPEC’s oil...
Behavioral financial advisor (BFA): Definition, roles and qualities
AFO2023-10-07T10:06:21+00:00Behavioral financial advisor (BFA): Definition, roles and qualities Compliance Oversight by: MCO MCO MyComplianceOffice A complete compliance management software platform that helps financial services...