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What to Do if You’re Reconsidering Your Retirement Date
You saved faithfully for years, evaluated your prospective retirement income, and have set a date to finally retire… But now, in light of a rocky stock market and financial uncertainty looming, you might be reconsidering [...]
Estate Planning During an Emergency
During times of emergency or pressing health concerns, many will find themselves in a rush to consider estate planning decisions. We want to stress that ideally, you will have taken the time to carefully consider [...]
Reevaluating the Cost of Healthcare in Retirement
As you look toward your target retirement date, you will continue to evaluate your expected budget and then compare those figures to your estimated retirement income. Lately we’ve all confronted a new reality with the [...]
The Deadline for Filing Your 2019 Federal Income Taxes Has Been Extended
While the nation grapples with the coronavirus outbreak, lawmakers are convening to determine solutions that will help us all through this time. One decision will help taxpayers breathe a sigh of relief: The deadline for [...]
4 Smart Money Moves to Consider Right Now
With the coronavirus outbreak looming and trade with China volatile, you might be feeling a bit of tension right now. But like most storms, this one will pass as well. In the meantime, it is [...]
4 Potential Problems with Your 401(k)
When it comes to retirement planning, a 401(k) provides an excellent opportunity to prepare for the future while also enjoying certain tax perks now. However, like any investment product, a 401(k) should be used wisely [...]
Affinity “Mark” et Minute – January 19, 2021
Investment Commentary – January 19, 2021 Year to Date Market Indices as of January 19, 2021 • Dow 30,932 (1.16%) • S&P 3,797 (1.06%) • NASDAQ 13,152 (2.05%) • Gold $1,840 (2.74%) • OIL $52.94 [...]
Affinity “Mark” et Minute – January 12, 2021
Investment Commentary –January 12, 2021 Year to Date Market Indices as of January 12, 2021 • Dow 31,085 (1.54%) • S&P 3,801 (1.18%) • NASDAQ 13,066 (1.37%) • Gold $1,854 (2.74%) • OIL $53.14 (2.85%) [...]
Affinity “Mark” et Minute – January 5, 2021
Investment Commentary – January 5, 2021 Year to Date Market Indices as of January 5, 2021 • Dow 30,391 (-0.70%) • S&P 3,726 (-0.78%) • NASDAQ 12,818 (-0.54%) • Gold $1,953 (2.74%) • OIL $49.80 [...]
Affinity “Mark” et Minute – December 29, 2020
Investment Commentary –December 29, 2020 Year to Date Market Indices as of December 29, 2020 • Dow 30,403 (6.54%) • S&P 3,735 (15.62%) • NASDAQ 12,899 (43.76%) • Gold $1,884 (23.83%) • OIL $48.17 (-22.74%) [...]
Affinity “Mark” et Minute – December 22, 2020
Investment Commentary – December 22nd, 2020 Year to Date Market Indices as of December 22nd, 2020 • Dow 30,216 (5.88%) • S&P 3,694 (14.37%) • NASDAQ 12,742 (42.02%) • Gold $1,882 (23.83%) • OIL $47.57 [...]
Affinity “Mark” et Minute – December 15, 2020
Investment Commentary –December 15th, 2020 Year to Date Market Indices as of December 15th, 2020 • Dow 30,201 (5.82%) • S&P 3,694 (14.36%) • NASDAQ 12,595 (40.37%) • Gold $1,857 (22.22%) • OIL $47.57 (-22.27%) [...]
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