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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 13, 2022
Investment Commentary – July 13, 2022 Year to Date Market Indices as of July 13, 2022 • Dow 30,966 (-15.09%) • S&P 3,823 (-20.86%) • NASDAQ 11,779 (-29.71%) • Gold $1,707 (-6.75%) • OIL $94.87 [...]
Affinity “Mark” et Minute – June 29, 2022
Investment Commentary – June 29, 2022 Year to Date Market Indices as of June 29, 2022 • Dow 31,010 (-14.47%) • S&P 3,813 (-19.83%) • NASDAQ 11,146 (-28.63%) • Gold $1,820 (-0.55%) • OIL $109.46 [...]
Affinity “Mark” et Minute – May 25, 2022
Investment Commentary – May 25, 2022 Year to Date Market Indices as of May 25, 2022 • Dow 31,880 (-12.23%) • S&P 3,922 (-17.47%) • NASDAQ 11,708 (-28.31%) • Gold $1,850 (1.10%) • OIL $111.13 [...]
Affinity “Mark” et Minute – May 10, 2022
Investment Commentary – May 10, 2022 Year to Date Market Indices as of May 10, 2022 • Dow 32,129 (-11.59%) • S&P 4,000 (-16.03%) • NASDAQ 11,744 (-12.24%) • Gold $1,839 (0.46%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 26, 2022
Investment Commentary – April 26, 2022 Year to Date Market Indices as of April 26, 2022 • Dow 33,358 (-7.96%) • S&P 4,194 (-11.67%) • NASDAQ 12,563 (-19.35%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 12, 2022
Investment Commentary – April 12, 2022 Year to Date Market Indices as of April 12, 2022 • Dow 34,220 (-5.32%) • S&P 4,397 (-7.06%) • NASDAQ 13,371 (-13.22%) • Barclay Bond Aggregate (-6.46%) • Fed [...]