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

Resource Center

Financial Calculators

Please try our wide variety of financial calculators. Interactive calculations, dynamic graphs and fully customizable reports are just a few of the features that make our calculators stand out!

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Affinity “Mark” et Minute

Affinity “Mark” et Minute – April 10, 2018

Investment Commentary –April 10th, 2018 Year to Date Market Indices as of Market Close April 10th, 2018 Dow 24,408 (-1.26%) [...]

Affinity “Mark” et Minute – April 3, 2018

Investment Commentary –April 3rd, 2018 Year to Date Market Indices as of Market Close April 3rd, 2018 Dow 24,030 (-2.78%) [...]

Affinity “Mark” et Minute – March 28, 2018

Investment Commentary –March 27th, 2018 Year to Date Market Indices as of Market Close March 27th, 2018 Dow 23,857 (-3.49%) [...]

Affinity “Mark” et Minute – March 20, 2018

Investment Commentary –March 20th, 2018 Year to Date Market Indices as of Market Close March 20th, 2018 Dow 24,727 (0.03%) [...]

Affinity “Mark” et Minute – March 13, 2018

Investment Commentary –March 13th, 2018 Year to Date Market Indices as of Market Close March 13th, 2018 Dow 25,007 (0.67%) [...]

Affinity “Mark” et Minute – March 6, 2018

Investment Commentary –March 6th, 2018 Year to Date Market Indices as of Market Close March 6th, 2018 Dow 24,884 (0.67%) [...]

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)