Tax Resources
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 …
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 …