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 – August 9, 2017

Investment Commentary –August 8th, 2017 Market Indices as of Market Close August 8th, 2017 Dow 22,085 (11.75% YTD) S&P 2,474 [...]

Affinity “Mark” et Minute – August 2, 2017

Investment Commentary – August 1st, 2017 Market Indices as of Market Close August 1st, 2017 Dow 21,963 (11.13% YTD) S&P [...]

Affinity “Mark” et Minute – July 27, 2017

Investment Commentary –July 26th, 2017 Market Indices as of Market Close July, 26th, 2017 Dow 21,630 (9.37% YTD) S&P 2,478 [...]

Affinity “Mark” et Minute – July 18, 2017

Investment Commentary –July 18th, 2017 Market Indices as of Market Close July, 18th, 2017 Dow 21,576 (9.17% YTD) S&P 2,460 [...]

Affinity “Mark” et Minute – July 12, 2017

Investment Commentary –July 11th, 2017 Market Indices as of Market Close July, 11th, 2017 Dow 21,409 (8.33% YTD) S&P 2,425 [...]

Affinity “Mark” et Minute – July 5, 2017

Investment Commentary –July 3rd, 2017 Market Indices as of Market Close July, 3rd, 2017 Dow 21,479 (8.69% YTD) S&P 2,429 [...]

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)