Financial Perspective
This area is not meant to provide specific investment or financial advice, but rather, perspective.
- specific investment or financial advice requires
- compiling personal investment & financial information and
- applying this kind of perspective and the related concepts to the information
- Affinity recommends an introductory consultation and periodic reviews in order to
- gain perspective on personal investment & financial information and
- decide on steps to take, in order to implement the conclusions
Here we offer perspective on three different levels
Planning Your Financial Strategy
- a framework for coordinating a variety of issues that affect your financial life
- this planning considers – cashflow, taxation, risk, giving, goals, legacy, investment, etc.
- click here to view our power point
Planning Your Investment Strategy
- in Affinity’s “Planning Your Financial Strategy”, investment management is highlighted
- here, we present a more detailed investment framework
- this framework considers
- the objectives & constraints of investing, as well as
- more practical issues
- purpose for the investments (income, retirement, etc.)
- matching investment mix (cash, bonds & stocks), risk & time horizon
- specific types of investments to consider
- click here to view our power point
Market & Economy
- highlights various analyses Affinity uses for gaining investment & economic perspective
- the following are highlighted
- technical analysis
- market valuation
- market target levels
- economic indicators
