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How Innovation Can Help Drive Investment Decisions
While nobody can predict the future, investors like you are always trying to determine: Which companies will win? And which companies...
Mar 19, 20211 min read


Big Ideas 2021:The ARK Global Impact Disruptive Innovation Webinar
Join us for Big Ideas 2021: The ARK Global Impact Disruptive Innovation Separate Account Strategy Webinar on Tuesday, February 16th at...
Feb 10, 20211 min read


Game Stop & the Stock Market
GameStop, a major video game retailer, is getting a lot of publicity in recent days as the price of their stock market shares go up and...
Feb 1, 20212 min read


Mary Keyes added to Children's Trust Fund Board
Community and families are at the heart of everything we do, and we are pleased to announce that Governor Mike Parson has named our very...
Jan 4, 20211 min read


Spark Meaningful Family Conversations During the Holidays
Find the right words to connect with loved ones and capture their stories. As you gather with loved ones for the holidays – whether in...
Dec 10, 20202 min read


Client Spotlight: Creek Young
Creek Young may be one of Affinity’s younger clients, but he is also one of our most exciting clients as well. Creek is a 19-year-old...
Nov 19, 20202 min read


Affinity Team Updates
The theme for this year has been Resilience: Change. Adapt. Innovate. 2020 has required us to be resilient, embrace change, adapt to a...
Nov 18, 20202 min read


The Difference Between the Stock Market & the Economy
During times like the COVID-19 pandemic, have you wondered why the stock market might be up when the economy seems down? It’s a topic we...
Nov 16, 20201 min read


The Scoop on COVID-19 Medicare Scams
Scammers are casting a wide net for victims. Here’s how to sidestep it. There’s a good reason the U.S. has the Medicare Fraud Strike...
Nov 11, 20202 min read


Benefits of Exploring a Roth IRA Conversion in 2020
As your trusted financial team, we’re always looking for opportunities that can be advantageous to you and your family. Based on unique...
Oct 2, 20201 min read


Could You Thrive in a Niche Retirement Community?
Things to consider – and learn – before joining a community with like-minded retirees. Not long ago, most planned retirement communities...
Oct 1, 20203 min read


Answering Four Common Questions About COVID-19 and 529 Plans
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings. The COVID-19 outbreak has upended...
Sep 29, 20202 min read


Your Year-End Tax Planning Checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations. With the end of...
Sep 25, 20201 min read


Understanding Black Swan Events
Have you heard of a Black Swan Event? These are surprise events, like coronavirus, that have drastic economic and financial market...
Jun 1, 20201 min read
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