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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 [...]
Start Preparing Now: Why Early Planning is Key for a Stress-Free Tax Season
As the year winds down, many people wait until the last minute to begin thinking about tax season. However, early preparation is crucial to ensuring a smooth and stress-free process. Whether you’ve experienced a major [...]
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 [...]