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Early Retirement or Delayed Gratification? Weighing the Pros and Cons
The prospect of early retirement is a dream that many individuals aspire to achieve. However, it's essential to carefully consider the trade-offs and benefits before making this significant life decision. Early retirement might offer more [...]
Diversification in Retirement Portfolios: Mitigating Risks for Long-Term Success
When it comes to securing a comfortable retirement, one of the most crucial strategies is diversifying your investment portfolio. Diversification involves spreading your investments across various asset classes to reduce risk and potentially enhance returns. [...]
Understanding Good Debt vs. Bad Debt
Debt is a financial tool that can either propel us forward or drag us down. When managed wisely, debt can be a stepping stone towards achieving our goals and dreams. However, when misused or left [...]
3 Factors That Will Influence the 2024 Social Security COLA
After a historic 8.7 percent Social Security COLA in 2023, many of you might be wondering what we can expect in 2024. Several factors will combine to determine that exact figure, which will be announced [...]
5 Ways to Adjust to a Retirement Budget
Most of us look forward to retirement, but there’s one thing we might not anticipate with so much joy: If you’ll be living on a budget that is more limited than during your working years, [...]
4 Steps to Take if You Want to Retire in 10 Years
We always say that the earlier you begin your retirement planning, the better. Having said that, a lot of people simply don’t think about retirement until the time gets closer. If you’re hoping to retire [...]
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 [...]
Affinity “Mark” et Minute – August 30, 2023
Investment Commentary – August 30, 2023 Year to Date Market Indices as of August 30, 2023 • Dow 34,920 (5.57%) • S&P 4,509 (17.70%) • NASDAQ 13,973 (33.51%) • OIL $79.75 (-0.94%) • Barclay Bond [...]
Affinity “Mark” et Minute – July 19, 2023
Investment Commentary – July 19, 2023 Year to Date Market Indices as of July 19, 2023 • Dow 35,114 (5.93%) • S&P 4,573 (19.1%) • NASDAQ 14,422 (37.81%) • OIL $76.14 (-5.40 %) • Barclay [...]
Affinity “Mark” et Minute – June 14, 2023
Investment Commentary – June 14, 2023 Year to Date Market Indices as of June 14, 2023 • Dow 34,126 (3.0%) • S&P 4,387 (14.26%) • NASDAQ 13,650 (30.03%) • OIL $69.28 (-13.86%) • Barclay Bond [...]
Affinity “Mark” et Minute – May 18, 2023
Investment Commentary – May 16, 2023 Year to Date Market Indices as of March 16, 2023 • Dow 33,012 (-0.41%) • S&P 4,109 (7.04%) • NASDAQ 12,343 (17.93%) • OIL $70.53 (-12.40%) • Barclay Bond [...]
Affinity “Mark” et Minute – May 10, 2023
Investment Commentary – May 10, 2023 Year to Date Market Indices as of May 10, 2023 • Dow 33,548 (1.82%) • S&P 4,132 (7.28%) • NASDAQ 12,254 (16.37%) • OIL $73.02 (-9.39%) • Barclay Bond [...]