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Blog Post

Why Is the Market Rallying While the Economy Is Collapsing?

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | May 20, 2020 | 0

Observers are trying to reconcile the sharp rally in the stock market even as the data show that economic activity has declined dramatically. It is natural to ask how the…

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Market Trends to Watch

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | December 12, 2019 | 0

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…

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Examining the work/life balancing act

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 14, 2019 | 0

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping…

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Potential Reasons to Put the Retirement Countdown on Hold

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 19, 2017 | 0

Potential Reasons to Put the Retirement Countdown on Hold Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled.…

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Strategic vs. Tactical Asset Allocation

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 12, 2017 | 0

Strategic vs. Tactical Asset Allocation  In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these…

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Retirement Plan Fees: Know What You Are Paying

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 5, 2017 | 0

Retirement Plan Fees: Know What You Are Paying Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to…

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Recent Posts

  • The Top 10 Things To Consider When Preparing for Retirement
  • Why Is the Market Rallying While the Economy Is Collapsing?
  • Market Trends to Watch
  • Examining the work/life balancing act
  • How Fees Could Be Chipping Away at Your Retirement Savings

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Investment Advisory Services Offered through Affinity Wealth Management LLC.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Investment Advisory Services Offered through Affinity Wealth Management LLC.

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