Resource Center 2017-06-26T16:45:39+00:00

Resource Center

Financial Calculators

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Affinity “Mark” et Minute

Affinity “Mark” et Minute – October 18, 2017

Investment Commentary – October 17th, 2017 Market Indices as of Market Close October 17th, 2017 Dow 22,997 (16.37% YTD) S&P [...]

Affinity “Mark” et Minute – October 10, 2017

Investment Commentary – October 10th, 2017 Market Indices as of Market Close October 10th, 2017 Dow 22,830 (17.71% YTD) S&P [...]

Affinity “Mark” et Minute – October 4, 2017

Investment Commentary –October 4th, 2017 Market Indices as of Market Close October 4th, 2017 Dow 22,641 (16.67% YTD) S&P 2,534 [...]

Affinity “Mark” et Minute – September 26, 2017

Investment Commentary –September 26th, 2017 Market Indices as of Market Close September 26th, 2017 Dow 22,284 (12.76% YTD) S&P 2,497 [...]

Affinity “Mark” et Minute – September 21, 2017

Investment Commentary –September 20th, 2017 Market Indices as of Market Close September 20th, 2017 Dow 22,412 (13.41% YTD) S&P 2,508 [...]

Affinity “Mark” et Minute – September 14, 2017

Investment Commentary –September 12th, 2017 Market Indices as of Market Close September 12th, 2017 Dow 22,118 (11.92% YTD) S&P 2,496 [...]

Resource Videos

 

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)