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The Role of Risk Management in Overall Financial Planning
Risk management is a crucial component of overall financial planning, ensuring that individuals and families are protected from potential financial setbacks that can derail their financial goals. At its core, risk management involves identifying, assessing, [...]
Understanding Calm Financial Markets: What It Means for You
Calm financial markets often bring a sense of relief to investors, but they can also be a source of confusion and concern. When the markets are steady, it may seem like there’s less opportunity for [...]
The Financial Benefits of Marriage
Marriage is a significant milestone in life, bringing together two people in a legally recognized partnership. However, significant shifts in society have led to declining marriage rates over the past fifty years. From fear of [...]
The Number One Secret to Building a Retirement Fund
The journey to building a robust retirement fund begins with a simple yet powerful shift in mindset. While many financial strategies and investment opportunities can enhance your retirement savings, the most fundamental and impactful approach [...]
Banking on Success: Strategies for Building Wealth
Understanding how the affluent manage their finances can provide valuable insights for anyone looking to improve their money management skills. One key aspect of their financial strategy is their prudent banking practices, which are designed [...]
Why Some Retirees Reconsider Leaving a Home to Their Children
Deciding what to do with your property after you pass away is a crucial part of estate planning. While leaving your house to your children might seem natural, it’s not always the best decision. There [...]
Affinity “Mark” et Minute – August 20, 2024
Mark-Et Minute 8/20/2024 Year to Date Market Indices as of August 20th, 2024 • Dow 40,834 (8.32%) • S&P 5,597 (17.35%) • NASDAQ 17,816 (18.79%) • OIL $73.82 (3.49%) • Barclay Bond Aggregate (1.26%) • [...]
Affinity “Mark” et Minute – July 24, 2024
Mark-Et Minute 7/24/2024 Investment Commentary – July 24, 2024 Year to Date Market Indices as of June 24, 2024 Dow 40,412 (5.34%) S&P 5,546 (13.03%) NASDAQ 19,637 (12.93%) OIL $78.07 (9.46%) Barclay Bond Aggregate (-1.26%) [...]
Affinity “Mark” et Minute – June 12, 2024
Investment Commentary – June 12, 2024 Year to Date Market Indices as of June 12, 2024 • Dow 38,845 (3.08%) • S&P 5,434 (14.01%) • NASDAQ 17,655 (17.67%) • OIL $78.07 (9.46%) • Barclay Bond [...]
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 [...]