When your goals become important enough to plan.
Affinity Wealth Management Group
Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available. We strive to help create financial stability and independence for each of our clients.
Our Mission
As a firm that endorses the values and ethics of the CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL, we create customized life strategies that seek to help, preserve and pass on our high net worth client’s family assets. We are committed to helping individuals, families and businesses meet and exceed their financial and life goals.
Meet our team
Happening Now
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Gold Rally Is No Flash in the Pan | Weekly Market Commentary | September 30, 2024
When it comes to investing, gold may be the antithesis of artificial intelligence (AI). The precious metal has acted as a store of value for thousands of years with zero technological innovation — gold is discovered, not developed. Gold is also a real tangible asset and can act as a potential hedge against inflation or a safe haven during times of crisis.
Policy Crosscurrents: Potential Market Impacts | Weekly Market Commentary | September 23, 2024
Of course, last week’s headliner was Jerome Powell and the Federal Reserve (Fed) cutting rates by a half percent on Wednesday, September 18, the first time since the COVID-19 pandemic broke out in 2020. The Fed “pause” ended at 423 days and now stands as the second-longest on record, while the 26% gain for the S&P 500 during the pause (7/27/23–9/18/24) ranks first. Here we share some thoughts on the Fed’s move last week and some potential market implications of not only Fed policy but also fiscal policy post-election.
Election Implications on the Municipal Market | Weekly Market Commentary | September 16, 2024
While there are still several months until the election is decided, the expectation is that regardless of who ultimately becomes our 47th president, the biggest loser could be the fiscal deficit. Per the Congressional Budget Office (CBO), the U.S. government is expected to run sizable deficits over the next decade — to the tune of 5% – 7% of gross domestic product (GDP) each year. According to the CBO, the deficit increases significantly in relation to GDP over the next 30 years, reaching 8.5% of GDP in 2054.
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Aleda and members of our ensemble and replace with the Affinity Wealth Management Group Team stands ready to help you.
Ask a QuestionAddress: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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