Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
Banking on Success: Strategies for Building Wealth
Understanding how the affluent manage their finances can provide valuable insights for anyone looking to improve their money management skills. One key aspect of their financial strategy is their prudent banking practices, which are designed [...]
Why Some Retirees Reconsider Leaving a Home to Their Children
Deciding what to do with your property after you pass away is a crucial part of estate planning. While leaving your house to your children might seem natural, it’s not always the best decision. There [...]
Facing Tough Choices on Debt in Retirement
Bankruptcy is often seen as a last resort for those in dire financial straits. But what if you're 80 years old, facing over $100,000 in medical debt, and relying solely on Social Security? There are [...]
The Gender Gap in Divorce: How Retirement Can Be Impacted
Divorce is a life-altering event that can have significant financial implications, particularly for women. While both partners may face financial challenges during and after a divorce, women often bear a heavier burden when it comes [...]
7 Ways Trying to Be Frugal Can Backfire and Cost You More Money
Being frugal is a smart financial strategy, but sometimes it can backfire, leading to unexpected expenses and financial setbacks. Here are seven ways trying to be frugal can end up costing you more money in [...]
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 [...]
Affinity “Mark” et Minute – January 11, 2022
Investment Commentary – January 11, 2022 Rolling One Year Market Indices as of January 11, 2022 • Dow 36,261 (16.87%) • S&P 4,710 (23.94%) • NASDAQ 15,151 (16.94%) • Barclay Bond Aggregate (-3.81%) • Fed [...]
Affinity “Mark” et Minute – December 28, 2021
Investment Commentary – December 28, 2021 Year to Date Market Indices as of December 28, 2021 • Dow 36,355 (18.61%) • S&P 4,795 (27.56%) • NASDAQ 15,873 (23.14%) • Barclay Bond Aggregate (-3.33%) • Fed [...]
Affinity “Mark” et Minute – December 15, 2021
Investment Commentary –December 12th, 2021 Year to Date Market Indices as of December 12th 2021 • Dow 35,545 (16.14%) • S&P 4,634 (23.38%) • NASDAQ 15,237 (18.13%) • Barclay Bond Aggregate (-2.89%) • Fed Funds [...]
Affinity “Mark” et Minute – November 30, 2021
Investment Commentary – November 30, 2021 Year to Date Market Indices as of November 30, 2021 • Dow 34,483 (12.67%) • S&P 4,567 (21.59%) • NASDAQ 15,537 (20.56%) • Barclay Bond Aggregate (-2.89%) • Fed [...]
Affinity “Mark” et Minute – November 24, 2021
Investment Commentary – November 24, 2021 Year to Date Market Indices as of November 24, 2021 • Dow 35,623 (17.83%) • S&P 4,669 (25.64%) • NASDAQ 16,222 (26.13%) • Barclay Bond Aggregate (-3.58%) • Fed [...]
Affinity “Mark” et Minute – November 16, 2021
Investment Commentary – November 16, 2021 Year to Date Market Indices as of November 16, 2021 • Dow 36,199 (18.00%) • S&P 4,707 (22.89%) • NASDAQ 15,986 (21.23%) • Barclay Bond Aggregate (-3.58%) • Fed [...]