Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
Understanding Calm Financial Markets: What It Means for You
Calm financial markets often bring a sense of relief to investors, but they can also be a source of confusion and concern. When the markets are steady, it may seem like there’s less opportunity for [...]
The Financial Benefits of Marriage
Marriage is a significant milestone in life, bringing together two people in a legally recognized partnership. However, significant shifts in society have led to declining marriage rates over the past fifty years. From fear of [...]
The Number One Secret to Building a Retirement Fund
The journey to building a robust retirement fund begins with a simple yet powerful shift in mindset. While many financial strategies and investment opportunities can enhance your retirement savings, the most fundamental and impactful approach [...]
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 [...]
Affinity “Mark” et Minute – August 30, 2023
Investment Commentary – August 30, 2023 Year to Date Market Indices as of August 30, 2023 • Dow 34,920 (5.57%) • S&P 4,509 (17.70%) • NASDAQ 13,973 (33.51%) • OIL $79.75 (-0.94%) • Barclay Bond [...]
Affinity “Mark” et Minute – July 19, 2023
Investment Commentary – July 19, 2023 Year to Date Market Indices as of July 19, 2023 • Dow 35,114 (5.93%) • S&P 4,573 (19.1%) • NASDAQ 14,422 (37.81%) • OIL $76.14 (-5.40 %) • Barclay [...]
Affinity “Mark” et Minute – June 14, 2023
Investment Commentary – June 14, 2023 Year to Date Market Indices as of June 14, 2023 • Dow 34,126 (3.0%) • S&P 4,387 (14.26%) • NASDAQ 13,650 (30.03%) • OIL $69.28 (-13.86%) • Barclay Bond [...]
Affinity “Mark” et Minute – May 18, 2023
Investment Commentary – May 16, 2023 Year to Date Market Indices as of March 16, 2023 • Dow 33,012 (-0.41%) • S&P 4,109 (7.04%) • NASDAQ 12,343 (17.93%) • OIL $70.53 (-12.40%) • Barclay Bond [...]
Affinity “Mark” et Minute – May 10, 2023
Investment Commentary – May 10, 2023 Year to Date Market Indices as of May 10, 2023 • Dow 33,548 (1.82%) • S&P 4,132 (7.28%) • NASDAQ 12,254 (16.37%) • OIL $73.02 (-9.39%) • Barclay Bond [...]
Affinity “Mark” et Minute – April 12, 2023
Investment Commentary – April 11, 2023 Year to Date Market Indices as of April 11, 2023 • Dow 33,684(1.62%) • S&P 4,108 (7.02%) • NASDAQ 12,031 (14.96%) • OIL $81.46 (1.18%) • Barclay Bond Aggregate [...]