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Smart Ways to Use a Raise: Prepare for a More Secure Future
Receiving a raise is an exciting moment—it’s a reward for your hard work and an opportunity to improve your financial well-being. While it might be tempting to splurge, using the extra income wisely can set [...]
Simplify Your Financial Life in the New Year
The new year is a perfect time to streamline your financial life, reduce stress, and create a system that works for you. Simplifying how you manage your finances not only saves time but can also [...]
A Thoughtful Way to Give This Holiday Season
The holiday season often inspires generosity, making it a perfect time to give meaningful gifts to loved ones. While sharing your wealth can bring joy, it’s essential to be mindful of federal gift tax rules. [...]
Estate Planning: A Gift for Your Family’s Future
The holiday season is a time for gathering with loved ones, reflecting on the past year, and planning for the future. It’s also an ideal opportunity to discuss important topics like estate planning. While these [...]
Year-End Financial Planning for Business Owners
As the end of the year approaches, it’s crucial for business owners to review their financial plans and make strategic adjustments to maximize tax savings and retirement contributions. Taking time for year-end planning can help [...]
IRA vs. Roth IRA: Which Should You Contribute to Before Year-End?
As the year comes to a close, it’s the perfect time to evaluate your retirement contributions and make strategic financial decisions that could benefit your future. Contributing to an IRA or Roth IRA can provide [...]
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 [...]