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6 Tips for Balancing College Savings and Retirement Planning
For many parents and grandparents, deciding how to allocate savings between a loved one's college education and their own retirement can be challenging. While both are important financial goals, it’s essential to strike the right [...]
5 Ways to Create a Tax-Smart Investment Plan
Taxes play a significant role in shaping your investment returns, making it essential to implement strategies that reduce your tax burden while fostering growth. A tax-efficient investment plan helps ensure that more of your hard-earned [...]
6 Tips for Balancing College Savings and Retirement Planning
For many parents and grandparents, deciding how to allocate savings between a loved one's college education and their own retirement can be challenging. While both are important financial goals, it’s essential to strike the right [...]
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. [...]
Affinity “Mark” et Minute – August 20, 2024
Mark-Et Minute 8/20/2024 Year to Date Market Indices as of August 20th, 2024 • Dow 40,834 (8.32%) • S&P 5,597 (17.35%) • NASDAQ 17,816 (18.79%) • OIL $73.82 (3.49%) • Barclay Bond Aggregate (1.26%) • [...]
Affinity “Mark” et Minute – July 24, 2024
Mark-Et Minute 7/24/2024 Investment Commentary – July 24, 2024 Year to Date Market Indices as of June 24, 2024 Dow 40,412 (5.34%) S&P 5,546 (13.03%) NASDAQ 19,637 (12.93%) OIL $78.07 (9.46%) Barclay Bond Aggregate (-1.26%) [...]
Affinity “Mark” et Minute – June 12, 2024
Investment Commentary – June 12, 2024 Year to Date Market Indices as of June 12, 2024 • Dow 38,845 (3.08%) • S&P 5,434 (14.01%) • NASDAQ 17,655 (17.67%) • OIL $78.07 (9.46%) • Barclay Bond [...]
Affinity “Mark” et Minute – February 20, 2024
Investment Commentary –February 20th, 2024 Year to Date Market Indices as of February 20th, 2024 • Dow 38,563 (2.32%) • S&P 4,975 (4.21%) • NASDAQ 15,630 (4.01%) • OIL $78.27 (9.73%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 25, 2023
Investment Commentary –October 25th, 2023 Year to Date Market Indices as of October 25th, 2023 • Dow 33,053 (2.31%) • S&P 4,188 (13.32%) • NASDAQ 12,820 (22.73%) • OIL $85.39 (6.06%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – September 20, 2023
Investment Commentary –September 20, 2023 Year to Date Market Indices as of September 20, 2023 • Dow 34,510 (4.13%) • S&P 4,443 (15.74%) • NASDAQ 13,678 (30.69%) • OIL $91.72 (13.85%) • Barclay Bond Aggregate [...]