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Investing in Sustainability: Exploring ESG Investing Trends
In recent years, there has been a significant shift in investment perspectives toward sustainability and ethical considerations. Investors are increasingly looking beyond financial returns and seeking opportunities that align with their values. One of the [...]
Six Steps to Kickstart Investing When You’re Young
Entering your twenties and thirties is an exciting time filled with possibilities, but it's also a critical period for setting the stage for your financial future. Whether you're a young adult eager to start investing [...]
Considering a Move? 12 States With the Lowest Property Taxes
Property taxes play a significant role in American households' finances, with the average household spending $2,869 annually, according to a recent WalletHub report. These taxes impact not only homeowners but also renters, as they influence [...]
The Case for Filing a Tax Extension: Why It’s Not Always a Bad Idea
Filing taxes can be a daunting task for many individuals, and sometimes life's circumstances can make it even more challenging to meet the April 15 deadline. Whether it's due to unexpected life events, complexities in [...]
Diversification Demystified: Building a Resilient Retirement Portfolio
When it comes to planning for retirement, the adage "Don't put all your eggs in one basket" couldn't be more apt. Diversification is a fundamental principle that underpins the construction of a resilient retirement portfolio, [...]
A Strategic Guide to Maximizing Tax Returns and Minimizing Liabilities
For those who wish to invest in their future, smart financial planning extends beyond selecting promising assets. It involves a keen understanding of tax implications to maximize returns and minimize liabilities. Tax-efficient investing is not [...]
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 [...]
Affinity “Mark” et Minute – April 12, 2023
Investment Commentary – April 11, 2023 Year to Date Market Indices as of April 11, 2023 • Dow 33,684(1.62%) • S&P 4,108 (7.02%) • NASDAQ 12,031 (14.96%) • OIL $81.46 (1.18%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – March 23, 2023
Investment Commentary – March 23, 2023 Year to Date Market Indices as of March 23, 2023 • Dow 32,312 (-3.65%) • S&P 3,989 (2.29%) • NASDAQ 12,824 (14.92%) • OIL $70.53(-12.43%) • Barclay Bond Aggregate [...]