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Creating a Tax-Efficient Retirement Strategy to Make the Most of Your Savings
Planning for retirement is an essential financial goal, and creating a tax-efficient retirement strategy is a smart approach to make the most of your savings. Taxes can significantly impact your retirement income and the longevity [...]
Inflation and Your Retirement: How to Protect Your Nest Egg Against Rising Prices
Inflation, the gradual increase in the cost of goods and services over time, can significantly impact your retirement savings and lifestyle. As you plan for your golden years, it's crucial to consider how inflation might [...]
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 [...]
Affinity “Mark” et Minute – January 31, 2023
Investment Commentary – January 31, 2023 Year to Date Market Indices as of January 31, 2023 • Dow 34,086 (2.8%) • S&P 3,855 (6.13%) • NASDAQ 10,915 (10.6%) • OIL $85.12 (-1.74%) • Barclay Bond [...]
Affinity “Mark” et Minute – December 28, 2022
Investment Commentary – December 28, 2022 Year to Date Market Indices as of December 28, 2022 Dow 33,416 (-8.16%) S&P 3,855 (-18.68%) NASDAQ 10,915 (-32.90%) OIL $85.12 (5.08%) Barclay Bond Aggregate (-14.15%) Gold (-0.93%) ProShares [...]
Affinity “Mark” et Minute – December 15, 2022
Investment Commentary –December 15th, 2022 Year to Date Market Indices as of December 15th, 2022 • Dow 33,277 (-8.16%) • S&P 3,911 (-17.87%) • NASDAQ 10,892 (-30.23%) • OIL $85.12 (12.84%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – November 16, 2022
Investment Commentary – November 16, 2022 Year to Date Market Indices as of November 16, 2022 • Dow 33,595 (7.56%) • S&P 3,976 (-16.25%) • NASDAQ 11,258 (-28.89%) • OIL $85.12 (12.84%) • Barclay Bond [...]
Affinity “Mark” et Minute – November 2, 2022
Investment Commentary –November 2nd, 2022 Year to Date Market Indices as of November 2nd, 2022 • Dow 32,565 (-10.54%) • S&P 3,833 (-19.75%) • NASDAQ 10,778 (-31.31%) • OIL $89.91 (19.17%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 26, 2022
Investment Commentary –October 26th, 2022 Year to Date Market Indices as of October 25th, 2022 • Dow 31,805 (-11.52%) • S&P 3,840 (-19.02%) • NASDAQ 11,513 (-29.39%) • OIL $86.20 (5.00%) • Barclay Bond Aggregate [...]