/Mark Roberts

About Mark Roberts

In addition to managing clients’ money and giving investment and diversification advice, Mark offers something that “the other guys” don’t - a unique approach to Retirement Tax Strategies and distribution. Time and time again, Mark meets with new clients who tell him they have a great relationship with their financial advisor but have never been offered information on this kind of approach to securing their financial futures. Mark has taken this feedback to heart and works tirelessly to ensure that his strategies focus on taxes and distribution. Mark started selling insurance for a major insurance company right out of high school to help put himself through college. After graduating with a degree in finance, he dove into estate planning on the financial side to set himself apart from other financial advisors. However, as changes were made to estate tax laws over time, Mark shifted his focus to income tax strategies. Mark’s philosophy is “the blue prints are more important than the wall paper or carpet.” The wall paper and carpet represent products like investments and insurance policies, whereas the blue prints represent the strategies. Once strategies that truly fit the client’s needs are put in place, our focus can shift to providing you with the right products. According to Mark, “It doesn’t matter what carpet we use if the walls are not in the right place.” Our approach to money management is designed to generate the largest alpha (quality) with the lowest standard deviation and beta (risk). By doing this, we help provide clients with the highest return on the lowest risk. Generating income for our retirees is also very important. Because withdrawing money from your portfolio hurts the account rather than helping it, our goal is to design income strategies to harm the portfolio the least making the money last longer.

Affinity “Mark” et Minute – August 1, 2018

Investment Commentary –July 31, 2018 Year to Date Market Indices as of Market Close July 31,2018 Dow 25,415 (2.82%) S&P 2,816 (5.34%) NASDAQ 7,671 (13.58%) Gold $1,233 (-7.20%) OIL $68.29 (15.81%) Barclay Bond Aggregate (-1.69%) Fed Funds Rate 2.0% (last increase was 6/13/18) Stocks rise broadly with earnings in view; indexes set for 4th straight [...]

By |2018-08-02T09:36:21+00:00August 1st, 2018|Market Updates|0 Comments

Affinity “Mark” et Minute – July 11, 2018

Investment Commentary –July 11th, 2018 Year to Date Market Indices as of Market Close July 11th, 2018 Dow 24,807 (0.36%) S&P 2,785   (4.18%) NASDAQ 7,746 (12.18%) Gold $1,251 (-5.18%) OIL $73.24 23.77%) Barclay Bond Aggregate (-1.49%) Fed Funds Rate 2.0% (last increase was 6/13/18) Stocks drop broadly as new China tariffs rekindle trade-war jitters U.S. [...]

By |2018-07-11T17:01:14+00:00July 11th, 2018|Market Updates|0 Comments

How to Minimize Your Tax Burden

For Mark Roberts' Use: What are your largest expenses? Things like business expenses, or your mortgage, might come to mind. But for most people, taxes are actually their heaviest financial burden. Yet we tend to think about income taxes only once per year! The truth is that considering your tax liability throughout the year, and [...]

By |2018-07-09T08:38:32+00:00July 9th, 2018|Financial tips|0 Comments