Resource Center 2017-11-09T08:27:14+00:00

Resource Center

Financial Calculators

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Affinity “Mark” et Minute

Affinity “Mark” et Minute – December 6, 2017

Investment Commentary –December 5th, 2017 Market Indices as of Market Close December 5th, 2017 Dow 24,180 (22.36% YTD) S&P 2,629 [...]

Affinity “Mark” et Minute – November 29, 2017

Investment Commentary –November 28th, 2017 Market Indices as of Market Close November 28th, 2017 Dow 23,836 (20.62% YTD) S&P 2,627 [...]

Affinity “Mark” et Minute – November 20, 2017

Investment Commentary –November 20th, 2017 Market Indices as of Market Close November 20th, 2017 Dow 23,430 (18.56% YTD) S&P 2,582 [...]

Affinity “Mark” et Minute – November 15, 2017

Investment Commentary –November 14th, 2017 Market Indices as of Market Close November 14th, 2017 Dow 23,409 (18.45% YTD) S&P 2,578 [...]

Affinity “Mark” et Minute – November 7, 2017

Investment Commentary –November 7th, 2017 Market Indices as of Market Close November 7th, 2017 Dow 23,557 (19.20% YTD) S&P 2,589 [...]

Affinity “Mark” et Minute – October 25, 2017

Investment Commentary –October 24th, 2017 Market Indices as of Market Close October 24th, 2017 Dow 23,441 (18.62% YTD) S&P 2,569 [...]

Resource Videos

 

A Message From Family & Friends

 

Performance vs. Your Risk

Questions to Ask Your Financial Advisor

Strategic Financial Planning

Required Minimum Distribution

How Does a Financial Advisor Get Paid

Managing Deductions in Retirement

 

What You Should Expect From Your Financial Advisor

 

How Long Will Your Retirement Last?

 

Choosing the Right Kind of Financial Advisor

 

Financial Plans Designed to Create Tax Savings

 

Understanding the RMD (Required Minimum Distribution)