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Diversification Demystified: Building a Resilient Retirement Portfolio
When it comes to planning for retirement, the adage "Don't put all your eggs in one basket" couldn't be more apt. Diversification is a fundamental principle that underpins the construction of a resilient retirement portfolio, [...]
A Strategic Guide to Maximizing Tax Returns and Minimizing Liabilities
For those who wish to invest in their future, smart financial planning extends beyond selecting promising assets. It involves a keen understanding of tax implications to maximize returns and minimize liabilities. Tax-efficient investing is not [...]
Three Crucial Tax Rules for Retirees
As retirees embark on a new chapter in their lives, understanding the intricacies of tax rules becomes paramount for effective financial planning. The last thing you want is a surprise at tax time in the [...]
Mapping Your Financial Future with New 2024 Retirement Plan Contribution Limits
As we enter 2024, the new year brings revised contribution limits for retirement plans. Understanding these limits and maxing out contributions is fundamental to ensuring a secure financial future. For 401(k), 403(b), 457 plans, and [...]
The Integral Role of Life Insurance in Estate Planning
Estate planning is a meticulous process aimed at securing one's legacy and ensuring a seamless transfer of assets to the next generation. Within this intricate tapestry, life insurance emerges as a powerful and versatile tool, [...]
Tax Code Changes for 2024: IRS Announces 2024 Adjustments
The Internal Revenue Service (IRS) is set to roll out a wave of adjustments for the upcoming 2024 tax year, presenting modifications to over 60 tax provisions as outlined in Revenue Procedure 2023-34. These changes [...]
Affinity “Mark” et Minute – November 16, 2022
Investment Commentary – November 16, 2022 Year to Date Market Indices as of November 16, 2022 • Dow 33,595 (7.56%) • S&P 3,976 (-16.25%) • NASDAQ 11,258 (-28.89%) • OIL $85.12 (12.84%) • Barclay Bond [...]
Affinity “Mark” et Minute – November 2, 2022
Investment Commentary –November 2nd, 2022 Year to Date Market Indices as of November 2nd, 2022 • Dow 32,565 (-10.54%) • S&P 3,833 (-19.75%) • NASDAQ 10,778 (-31.31%) • OIL $89.91 (19.17%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 26, 2022
Investment Commentary –October 26th, 2022 Year to Date Market Indices as of October 25th, 2022 • Dow 31,805 (-11.52%) • S&P 3,840 (-19.02%) • NASDAQ 11,513 (-29.39%) • OIL $86.20 (5.00%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – October 12, 2022
Investment Commentary – October 12, 2022 Year to Date Market Indices as of October 12, 2022 • Dow 29,322 (-19.46%) • S&P 3,589 (-24.75%) • NASDAQ 10,428 (-33.39%) • OIL $87.57 (15.31%) • Barclay Bond [...]
Affinity “Mark” et Minute – September 28, 2022
Investment Commentary – September 28, 2022 Year to Date Market Indices as of September 28, 2022 • Dow 29,187 (-19.82%) • S&P 3,649 (-23.48%) • NASDAQ 10,805 (-30.78%) • OIL $79.54 (5.31%) • Barclay Bond [...]
Affinity “Mark” et Minute – September 21, 2022
Investment Commentary – September 21, 2022 Year to Date Market Indices as of September 21, 2022 • Dow 30,958 (-13.93%) • S&P 3,894 (-17.89%) • NASDAQ 11,977 (-26.54%) • OIL $88.92 (17.64%) • Barclay Bond [...]