Tax Resources Retirement Plan Contribution Limits 2023 READ MORE Important Dates 2023 READ MORE There are many important dates that advisors need to keep in mind. Different contexts and client …
If you are not confused about the global economy, you don’t understand it. Charlie Munger I continue to believe that the American people have a love-hate relationship with inflation. They …
From a market perspective, the first half of the year has been about significant economic recovery and expansion in the wake of a global pandemic. This continuation of global economic …
Summer 2021 Economic Update – A Quick Temperature Check Read More »
This is not political commentary. This is a showcase of how I, as an investment professional, think about the influence of election politics on investing. Every four years in America …
The Prepared Investor’s Election Season Playbook Read More »
Affinity Financial exists to help our clients live more fulfilling lives. We do this by forming a partnership to explore the most important goals for our client’s personal vision. We aim to give back …
FOR IMMEDIATE RELEASE — OPEN LETTER — July 17, 2020 af·fin·i·ty A feeling of closeness and understanding that someone has for another person because of their similar qualities, ideas, or …
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