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Investing in Sustainability: Exploring ESG Investing Trends
In recent years, there has been a significant shift in investment perspectives toward sustainability and ethical considerations. Investors are increasingly looking beyond financial returns and seeking opportunities that align with their values. One of the [...]
Six Steps to Kickstart Investing When You’re Young
Entering your twenties and thirties is an exciting time filled with possibilities, but it's also a critical period for setting the stage for your financial future. Whether you're a young adult eager to start investing [...]
Considering a Move? 12 States With the Lowest Property Taxes
Property taxes play a significant role in American households' finances, with the average household spending $2,869 annually, according to a recent WalletHub report. These taxes impact not only homeowners but also renters, as they influence [...]
The Case for Filing a Tax Extension: Why It’s Not Always a Bad Idea
Filing taxes can be a daunting task for many individuals, and sometimes life's circumstances can make it even more challenging to meet the April 15 deadline. Whether it's due to unexpected life events, complexities in [...]
Diversification Demystified: Building a Resilient Retirement Portfolio
When it comes to planning for retirement, the adage "Don't put all your eggs in one basket" couldn't be more apt. Diversification is a fundamental principle that underpins the construction of a resilient retirement portfolio, [...]
A Strategic Guide to Maximizing Tax Returns and Minimizing Liabilities
For those who wish to invest in their future, smart financial planning extends beyond selecting promising assets. It involves a keen understanding of tax implications to maximize returns and minimize liabilities. Tax-efficient investing is not [...]
Affinity “Mark” et Minute – February 20, 2024
Investment Commentary –February 20th, 2024 Year to Date Market Indices as of February 20th, 2024 • Dow 38,563 (2.32%) • S&P 4,975 (4.21%) • NASDAQ 15,630 (4.01%) • OIL $78.27 (9.73%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 25, 2023
Investment Commentary –October 25th, 2023 Year to Date Market Indices as of October 25th, 2023 • Dow 33,053 (2.31%) • S&P 4,188 (13.32%) • NASDAQ 12,820 (22.73%) • OIL $85.39 (6.06%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – September 20, 2023
Investment Commentary –September 20, 2023 Year to Date Market Indices as of September 20, 2023 • Dow 34,510 (4.13%) • S&P 4,443 (15.74%) • NASDAQ 13,678 (30.69%) • OIL $91.72 (13.85%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – August 30, 2023
Investment Commentary – August 30, 2023 Year to Date Market Indices as of August 30, 2023 • Dow 34,920 (5.57%) • S&P 4,509 (17.70%) • NASDAQ 13,973 (33.51%) • OIL $79.75 (-0.94%) • Barclay Bond [...]
Affinity “Mark” et Minute – July 19, 2023
Investment Commentary – July 19, 2023 Year to Date Market Indices as of July 19, 2023 • Dow 35,114 (5.93%) • S&P 4,573 (19.1%) • NASDAQ 14,422 (37.81%) • OIL $76.14 (-5.40 %) • Barclay [...]
Affinity “Mark” et Minute – June 14, 2023
Investment Commentary – June 14, 2023 Year to Date Market Indices as of June 14, 2023 • Dow 34,126 (3.0%) • S&P 4,387 (14.26%) • NASDAQ 13,650 (30.03%) • OIL $69.28 (-13.86%) • Barclay Bond [...]