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What the 2025 Social Security COLA Means for Your Retirement
The Social Security cost-of-living adjustment (COLA) for 2025 is projected to be 2.6%, a modest increase that reflects current inflation trends. While this adjustment aims to help beneficiaries keep pace with rising costs, it’s important [...]
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 [...]
Affinity “Mark” et Minute – March 23, 2023
Investment Commentary – March 23, 2023 Year to Date Market Indices as of March 23, 2023 • Dow 32,312 (-3.65%) • S&P 3,989 (2.29%) • NASDAQ 12,824 (14.92%) • OIL $70.53(-12.43%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – March 15, 2023
Investment Commentary – March 15, 2023 Year to Date Market Indices as of March 15, 2023 • Dow 31,721 (-4.63%) • S&P 3,867 (0.42%) • NASDAQ 11,310 (7.91%) • OIL $68.39 (-15.35%) • Barclay Bond [...]
Affinity “Mark” et Minute – February 15, 2023
Investment Commentary – February 15, 2023 Year to Date Market Indices as of February 15, 2023 • Dow 33,963 (2.35%) • S&P 4,123 (7.25%) • NASDAQ 11,943 (13.97%) • OIL $78.00 (-3.13%) • Barclay Bond [...]
Affinity “Mark” et Minute – January 31, 2023
Investment Commentary – January 31, 2023 Year to Date Market Indices as of January 31, 2023 • Dow 34,086 (2.8%) • S&P 3,855 (6.13%) • NASDAQ 10,915 (10.6%) • OIL $85.12 (-1.74%) • Barclay Bond [...]
Affinity “Mark” et Minute – December 28, 2022
Investment Commentary – December 28, 2022 Year to Date Market Indices as of December 28, 2022 Dow 33,416 (-8.16%) S&P 3,855 (-18.68%) NASDAQ 10,915 (-32.90%) OIL $85.12 (5.08%) Barclay Bond Aggregate (-14.15%) Gold (-0.93%) ProShares [...]
Affinity “Mark” et Minute – December 15, 2022
Investment Commentary –December 15th, 2022 Year to Date Market Indices as of December 15th, 2022 • Dow 33,277 (-8.16%) • S&P 3,911 (-17.87%) • NASDAQ 10,892 (-30.23%) • OIL $85.12 (12.84%) • Barclay Bond Aggregate [...]