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The Sandwich Generation Saves for Retirement While Supporting Others
Many adults today find themselves caught in a financial balancing act, supporting aging parents while still raising children or helping young adult children who are not yet financially independent. This group, often referred to as [...]
Understanding the Fed and Why Monetary Policy Matters to Your Finances
When people hear about the Federal Reserve raising or lowering interest rates, it can feel like distant financial news with little connection to everyday life. But the reality is that the Fed’s monetary policy decisions [...]
Rethinking Debt and Considering Strategic Borrowing
Debt often gets a bad reputation, and for good reason. Excessive borrowing and high-interest loans can become a heavy burden on your finances. But not all debt is created equal. When managed wisely, debt can [...]
The Psychology of Spending: Why We Buy Things We Don’t Need
Understanding your financial behavior is just as important as understanding your financial numbers. Many people create budgets, set savings goals, and commit to reducing debt, yet still find themselves spending impulsively or purchasing things they [...]
How to Create a Sustainable Withdrawal Strategy in Retirement
Retirement marks the beginning of a new chapter in life. After years of working, saving, and planning, it is finally time to enjoy the rewards. But one of the most important questions retirees face is [...]
Why You Need a Financial Plan for Your 70s, 80s, and Beyond
Many people spend years preparing for retirement, but fewer take the time to plan for what comes after that initial transition. The truth is, your financial journey does not end when you retire! In fact, [...]
Affinity “Mark” et Minute – May 6, 2025
Mark-Et Minute 5/6/2025 Year to Date Market Indices as of May 6th, 2025 • Dow 48,829 (-8.21%) • S&P 5,606 (-10.53%) • NASDAQ 17,689 (-16.01%) • OIL $59.08 (-24.60%) • Barclay Bond Aggregate (1.13%) • [...]
Affinity “Mark” et Minute – February 25, 2025
Mark-Et Minute 2/25/2025 Year to Date Market Indices as of February 25th, 2025 • Dow 43,584 (2.4%) • S&P 5,957 (1.29%) • NASDAQ 19,078 (-0.12%) • OIL $68.79 (-4.26%) • Barclay Bond Aggregate (1.9%) • [...]
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 [...]