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Retirement Lifestyle Planning: Finding Purpose in Your Golden Years
Retirement isn't just about financial security; it's an opportunity to embrace a new chapter in your life. While sound financial planning is crucial, it's equally important to consider how you want to spend your time [...]
Emerging Trends in Retirement Planning: What You Need to Know for a Secure Future
Retirement planning has always been a critical aspect of financial stability, but the retirement landscape is evolving. As we enter a new era of longer life expectancies, economic uncertainties, and changing social dynamics, staying informed [...]
Creating a Tax-Efficient Retirement Strategy to Make the Most of Your Savings
Planning for retirement is an essential financial goal, and creating a tax-efficient retirement strategy is a smart approach to make the most of your savings. Taxes can significantly impact your retirement income and the longevity [...]
Inflation and Your Retirement: How to Protect Your Nest Egg Against Rising Prices
Inflation, the gradual increase in the cost of goods and services over time, can significantly impact your retirement savings and lifestyle. As you plan for your golden years, it's crucial to consider how inflation might [...]
Early Retirement or Delayed Gratification? Weighing the Pros and Cons
The prospect of early retirement is a dream that many individuals aspire to achieve. However, it's essential to carefully consider the trade-offs and benefits before making this significant life decision. Early retirement might offer more [...]
Diversification in Retirement Portfolios: Mitigating Risks for Long-Term Success
When it comes to securing a comfortable retirement, one of the most crucial strategies is diversifying your investment portfolio. Diversification involves spreading your investments across various asset classes to reduce risk and potentially enhance returns. [...]
Affinity “Mark” et Minute – September 14, 2022
Investment Commentary – September 14, 2022 Year to Date Market Indices as of September 14, 2022 Dow 31,184 (-14.16%) S&P 3,948 (-11.12%) NASDAQ 11,709 (-22.09%) OIL $88.92 (17.64%) Barclay Bond Aggregate (--11.55%) Wholesale prices [...]
Affinity “Mark” et Minute – August 17, 2022
Investment Commentary –August 17th, 2022 Year to Date Market Indices as of August 17th, 2022 • Dow 34,118 (-5.92%) • S&P 4,307 (-9.96%) • NASDAQ 13,658 (-17.22%) • OIL $86.38 (14.57%) • Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – August 10, 2022
Investment Commentary – August 9, 2022 Year to Date Market Indices as of August 9, 2022 • Dow 32,771 (-9.77%) • S&P 4,121 (-13.44%) • NASDAQ 12,497 (-20.06%) • OIL $90.76 (20.29%) • Barclay Bond [...]
Affinity “Mark” et Minute – July 13, 2022
Investment Commentary – July 13, 2022 Year to Date Market Indices as of July 13, 2022 • Dow 30,966 (-15.09%) • S&P 3,823 (-20.86%) • NASDAQ 11,779 (-29.71%) • Gold $1,707 (-6.75%) • OIL $94.87 [...]
Affinity “Mark” et Minute – June 29, 2022
Investment Commentary – June 29, 2022 Year to Date Market Indices as of June 29, 2022 • Dow 31,010 (-14.47%) • S&P 3,813 (-19.83%) • NASDAQ 11,146 (-28.63%) • Gold $1,820 (-0.55%) • OIL $109.46 [...]
Affinity “Mark” et Minute – May 25, 2022
Investment Commentary – May 25, 2022 Year to Date Market Indices as of May 25, 2022 • Dow 31,880 (-12.23%) • S&P 3,922 (-17.47%) • NASDAQ 11,708 (-28.31%) • Gold $1,850 (1.10%) • OIL $111.13 [...]