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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 [...]
When Should You Start Taking Social Security? The Answer May Surprise You
One of the most important financial decisions you will make during your retirement planning process is deciding when to start collecting Social Security benefits. Many people assume that taking benefits as early as possible is [...]
The Sandwich Generation Saves for Retirement While Supporting Others
Many adults today find themselves caught in a financial balancing act, supporting aging parents while still raising children or helping young adult children who are not yet financially independent. This group, often referred to as [...]
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 [...]
Affinity “Mark” et Minute – March 15, 2023
Investment Commentary – March 15, 2023 Year to Date Market Indices as of March 15, 2023 • Dow 31,721 (-4.63%) • S&P 3,867 (0.42%) • NASDAQ 11,310 (7.91%) • OIL $68.39 (-15.35%) • Barclay Bond [...]
Affinity “Mark” et Minute – February 15, 2023
Investment Commentary – February 15, 2023 Year to Date Market Indices as of February 15, 2023 • Dow 33,963 (2.35%) • S&P 4,123 (7.25%) • NASDAQ 11,943 (13.97%) • OIL $78.00 (-3.13%) • Barclay Bond [...]