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Investing Strategies When Interest Rates Start to Fall
The Federal Reserve's aggressive rate hikes between 2022 and 2024, aimed at curbing inflation, provided investors with the benefit of higher yields on savings accounts and bonds. As a result, many have amassed significant cash [...]
5 Milestones That Impact Your Income Taxes
Life is full of major milestones, and some of them can significantly impact your income taxes. Whether you're tying the knot, buying a home, welcoming a child, going through a divorce, or retiring, these events [...]
Tax Season Tips: Last-Minute Moves to Maximize Your Refund
Tax season can be overwhelming, but taking a few strategic steps before filing can help you maximize your refund. Even if you’re short on time, these last-minute tax tips can make a significant difference in [...]
How to Use Life Insurance to Leave a Legacy for Your Children or Grandchildren
Life insurance isn’t just about covering final expenses—it can also be a powerful tool for leaving a lasting financial legacy for your children and grandchildren. Whether you want to provide financial security, support educational goals, [...]
6 Tips for Balancing College Savings and Retirement Planning
For many parents and grandparents, deciding how to allocate savings between a loved one's college education and their own retirement can be challenging. While both are important financial goals, it’s essential to strike the right [...]
5 Ways to Create a Tax-Smart Investment Plan
Taxes play a significant role in shaping your investment returns, making it essential to implement strategies that reduce your tax burden while fostering growth. A tax-efficient investment plan helps ensure that more of your hard-earned [...]
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 [...]
Affinity “Mark” et Minute – October 25, 2023
Investment Commentary –October 25th, 2023 Year to Date Market Indices as of October 25th, 2023 • Dow 33,053 (2.31%) • S&P 4,188 (13.32%) • NASDAQ 12,820 (22.73%) • OIL $85.39 (6.06%) • Barclay Bond Aggregate [...]
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 [...]