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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 [...]
The 15 Most Expensive States for Early Retirement
The decision to retire is a significant milestone, and for many, the age at which they leave the workforce varies based on numerous factors. Some individuals choose to work past the full retirement age to [...]
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 [...]