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Planning for the Year Ahead: Financial Strategies for Families and Professionals
As a new year approaches, many families and working professionals take time to evaluate their financial picture and consider what adjustments will set them up for long term stability. Thoughtful planning now can help reduce [...]
New 2026 Contribution Limits Set for 401(k) and IRA Plans
The Internal Revenue Service (IRS) has announced the upcoming contribution thresholds for retirement savings vehicles in 2026, offering a little more breathing room for workers and savers. Knowing the changes ahead can help you adjust [...]
6 Things You Need to Understand About the Roth IRA Five-Year Rule
Roth IRAs come with powerful long-term advantages, especially the promise of tax-free income in retirement. However, those benefits depend on following a few important rules, including a timing requirement known as the five-year rule. Since [...]
Economic Cycles 101: Where Are We Now and What’s Next?
Understanding economic cycles is fundamental for both business decision-making and personal financial planning. The economy naturally moves through phases of expansion, peak, contraction, and recovery. Knowing where we stand today can inform smarter choices for [...]
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 [...]
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 [...]