FINANCIAL STRATEGIES NEWSLETTER

SECOND QUARTER 2023


Dear Sana,


In this quarter's newsletter we cover how to earn more yield on cash sitting in a bank account, an update on ESG investing, as well as our summer reading list. Our team continues to grow as interns Alexander Lilly and Jack Russell, joined AFM full-time as client service associates. We have been busy the past three months, so make sure to check out the News & Notes section!


The AFM Team

MARKET UPDATE

The resolution of the debt ceiling impasse helped lower uncertainty and supported a risk-on environment. This helped aid another solid quarter for stocks as the S&P 500 gained 8.74%.

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CASH IS NO LONGER TRASH: 7 OPTIONS FOR PARKING YOUR CASH

If you have some cash sitting in a savings account that isn’t paying you a reasonable yield, there are a few options available to generate returns.

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UNDERSTANDING ESG

In a world that increasingly values the Corporate Social Responsibility (CSR) landscape, ESG investing, short for environmental, social, and governance investing, has seen an upward trajectory.

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SUMMER READING LIST

Summer is a time of warmth, sunshine, and relaxation—a perfect opportunity to unwind and immerse yourself in the captivating world of books. Whether you find yourself lounging on the beach or enjoying a quiet afternoon in the shade, there's something magical about losing yourself in the pages of a well-written book. 

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NEW EMPLOYEE SPOTLIGHT: ALEXANDER & JACK

Please join us in welcoming Alexander Lilly (left) and Jack Russell (right) as our newest Client Service Associates. Both Alexander and Jack joined AFM as interns in the Summer of 2022. In May, Jack graduated from Virginia Tech with a degree in Finance. Alexander graduated from George Mason University with a degree in Business with a concentration in Finance and Business Analytics. We are pleased to have them as fulltime members of our team! To learn a bit more about them, check out their bios below:

Alex's Bio

Jack's Bio

MEET OUR INTERNS


We are excited to have another excellent group of interns this summer (left to right):


Shahaan Bashir is a rising sophomore at The George Washington University studying International Business.


Vidhi Pathak is a rising sophomore studying Finance and Management Information Systems in The George Mason University Honors College.


Brendan Murray is a rising junior studying Finance at James Madison University.


They are a tremendous help at AFM to support our clients' needs!

AFM NEWS & NOTES
  • Carl Holubowich and Chris Rivers hit the links for the 29th annual Financial Planning Association-National Capital Area Charity Golf Classic! 
  • Ryan Fleming sat down with Financial Advisor IQ to discuss how he prioritizes empathy when working with clients
  • Nicolette Davicino ran in the 50th Annual Credit Union Cherry Blossom 10 Mile!
  • Sumedha obtained the CWPA Certification
  • Lucas passed Series 7 & 63 exams

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TAX RETURN REQUEST
If you haven't done so already, please send us a copy of your 2022 Federal and state returns to help us better serve you throughout the year. We are best able to perform tax related analysis with your most current tax return. Exactly how the information is used varies from client to client, but may include analyzing Roth conversions, calculating tax projections, and tracking tax data that can impact investment decisions.
Subscribe to Capital Insights for more frequent updates
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Armstrong, Fleming & Moore, Inc.
202.887.8135 |202.887.0050 Fax | info@afmfa.com
Providing financial planning and investment advice since 1983
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Fixed Insurance products and services and advisory services offered by Armstrong, Fleming & Moore, Inc., a Registered Investment Adviser, are separate and unrelated to Commonwealth.
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