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Is Now a Good Time to Refinance Your Mortgage?
Refinance offers have poured into your mailbox over the past year, and you probably know several people who already refinanced their own homes. So should you join in? Or is now actually a beneficial time [...]
How to Avoid Fraud at the Gas Pump
Most of us are feeling a bit on edge about gas prices lately. So the last thing you need is even more trouble at the gas pump! But that’s exactly what can happen if you [...]
5 Most Affordable States for Retirees
One of the great things about retirement is the freedom you can experience in your life. Not only can you determine your own schedule, seven days per week, because you aren’t tied to a desk [...]
3 Signs That Your Credit Card Use is Out of Control
We all know that too much debt is a bad thing. And in particular, you don’t want to throw away thousands of dollars on interest or enter retirement burdened by debt. On the other hand, [...]
This Tax Law Change Will Impact Retirees
Your retirement account helped you accumulate savings for retirement, while enjoying valuable benefits during your working years. Now it will (hopefully) provide income throughout your retirement years. Every so often, the IRS issues changes to [...]
Is the Time Right for a Roth Conversion?
We often think of market downturns as bad things, but we can also reap some benefits from the situation. In particular, this might be the right time to pursue tax-saving opportunities such as a Roth [...]
Affinity “Mark” et Minute – July 13, 2022
Investment Commentary – July 13, 2022 Year to Date Market Indices as of July 13, 2022 • Dow 30,966 (-15.09%) • S&P 3,823 (-20.86%) • NASDAQ 11,779 (-29.71%) • Gold $1,707 (-6.75%) • OIL $94.87 [...]
Affinity “Mark” et Minute – June 29, 2022
Investment Commentary – June 29, 2022 Year to Date Market Indices as of June 29, 2022 • Dow 31,010 (-14.47%) • S&P 3,813 (-19.83%) • NASDAQ 11,146 (-28.63%) • Gold $1,820 (-0.55%) • OIL $109.46 [...]
Affinity “Mark” et Minute – May 25, 2022
Investment Commentary – May 25, 2022 Year to Date Market Indices as of May 25, 2022 • Dow 31,880 (-12.23%) • S&P 3,922 (-17.47%) • NASDAQ 11,708 (-28.31%) • Gold $1,850 (1.10%) • OIL $111.13 [...]
Affinity “Mark” et Minute – May 10, 2022
Investment Commentary – May 10, 2022 Year to Date Market Indices as of May 10, 2022 • Dow 32,129 (-11.59%) • S&P 4,000 (-16.03%) • NASDAQ 11,744 (-12.24%) • Gold $1,839 (0.46%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 26, 2022
Investment Commentary – April 26, 2022 Year to Date Market Indices as of April 26, 2022 • Dow 33,358 (-7.96%) • S&P 4,194 (-11.67%) • NASDAQ 12,563 (-19.35%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 12, 2022
Investment Commentary – April 12, 2022 Year to Date Market Indices as of April 12, 2022 • Dow 34,220 (-5.32%) • S&P 4,397 (-7.06%) • NASDAQ 13,371 (-13.22%) • Barclay Bond Aggregate (-6.46%) • Fed [...]