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Is an Early Retirement a Fantasy or Achievable Goal?
For many people, the idea of retiring early, perhaps in their 50s or even 40s, sounds like a dream come true. The freedom to travel, spend more time with family, or pursue passions without financial [...]
How Much Will You Really Spend in Retirement? Common Costs People Forget to Budget For
Many people approach retirement with a general idea of how much they will spend each year, often based on the assumption that their costs will decrease once they stop working. While some expenses may go [...]
What the Stock Market Isn’t Telling You About the Economy
When people want to know how the economy is doing, they often look at the stock market. Rising stock prices can give the impression that everything is strong and healthy, while a market downturn may [...]
A Financial Fall Cleaning Checklist: Organizing Your Accounts Before the Holidays
As the leaves change and the year begins winding down, fall is the perfect season to tidy up more than just your home. Before the rush of the holidays sets in, take some time for [...]
Legacy Planning: How to Pass on Wealth Without Burdening Your Heirs
When most people think about legacy planning, they picture leaving money, property, or investments behind for loved ones. But passing on wealth isn’t just about what you leave; it’s also about how you leave it. [...]
Interest Rates Explained: What They Mean for Your Money
Interest rates are one of the most important financial concepts to understand, yet many people are unsure how they actually impact their day-to-day finances. Whether you’re saving, borrowing, or investing, interest rates play a major [...]
Affinity “Mark” et Minute – July 9, 2025
Mark-Et Minute 7/9/2025 Year to Date Market Indices as of July 9th, 2025 • Dow 44,497 (4.15%) • S&P 6,285 (6.48%) • NASDAQ 20,624 (6.58%) • OIL $68.19 (-5.00%) • Barclay Bond Aggregate (1.35%) • [...]
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 [...]