Affinity Wealth Management LLC

10/22/2026

The latest market news can feel like the most important news. Before acting on it, take a moment to ask what has changed in your own life and financial priorities.

Our new article explains recency bias and offers questions for a more thoughtful investment conversation.

Read the article https://www.affinitywealth.com/blogs/recency-bias-investment-decisions

Investing involves risk, including possible loss of principal.

10/21/2026

Thank you to the Ministry of Caring Guild, volunteers and guests who made Eleganza a success.

We were proud to sponsor this year’s luncheon and to support work that brings people together in our community.

Sharing a few moments from the day, with our appreciation to everyone involved.

The Ministry of Caring Inc.

10/20/2026

A request to move money should never be rushed.

If you get an email, text or call asking you to send funds, change account details or share a login, verify it first by calling the person or company at a number you already have. Do not use the phone number or link in the message.

October is Cybersecurity Awareness Month, and this one habit is among the simplest ways to protect yourself and your family.

Questions about a request involving your Affinity accounts? Call your advisor directly.

10/13/2026

Excited to welcome our newest team member, Stephanie Clendening! Stephanie will be working with our small business team as Retirement Plan Consultant. We are super excite to have her come aboard as we continue to build multiple business lines to better serve our current and future clients.

10/09/2026

What would you like your charitable giving to support this year?

Once you have a cause and an amount in mind, leave time to review how the gift will be made. Different assets and accounts can involve different steps.

Our new article offers questions to bring to your advisor and tax professional before year-end.

Read it here https://www.affinitywealth.com/blogs/plan-year-end-giving-early

09/25/2026

Tristan Pantano joins Affinity Wealth Management as an Associate Advisor, bringing more than two years of experience in wealth management. A Wilmington native, he graduated from Elon University in 2023 with degrees in Finance and International Business. He enjoys helping clients navigate financial challenges. Outside of work, he enjoys fitness, travel, and cheering on Philadelphia sports teams. We are thrilled to have him join our team.

09/23/2026

December is good at forcing money decisions and bad at improving them. Our new blog post is about making the same decisions in September instead, calmly, with time for them to work. Link below.

December money decisions get made in a hurry. A Delaware guide to personal tax planning and year-end moves, decided calmly in September instead.

09/18/2026

Cooler mornings, changing leaves, and fall settling in along the Brandywine — we’re grateful to call Wilmington home.

09/09/2026

The portfolio you set up five years ago is still making decisions for you, and it has not heard about anything that has changed since. Our new blog post explains asset drift, why staying put feels safe, and what a September look catches in time. Link below.

Your portfolio still runs on five-year-old decisions. A Delaware retirement planner on asset drift, and the September checkup that catches it in time.

09/07/2026

Happy Labor Day from all of us at Affinity. Whatever the long weekend holds, we hope it is unhurried, and that the grill cooperates.