mroberts

/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.

How Will the Federal Rate Hike Affect You?

For Mark Roberts' Use: Last month, the Federal Reserve announced a rate hike. The benchmark federal funds rate was increased by 25 basis points, which translates to a 1.5 to 1.75 percent bump. To explain the rate hike, the Fed stated, “the labor market has continued to strengthen and that economic activity has been rising [...]

By | 2018-04-09T09:11:45+00:00 April 9th, 2018|The Economy|0 Comments

Affinity “Mark” et Minute – April 3, 2018

Investment Commentary –April 3rd, 2018 Year to Date Market Indices as of Market Close April 3rd, 2018 Dow 24,030 (-2.78%) S&P 2,614 (-2.21%) NASDAQ 6,941 (0.55%) Gold $1,335 (1.54%) OIL $63.56 (5.99%) US 10Y Treasury 2.77 (37.46%) Barclay Bond Aggregate (-2.57%) Stocks rebound after huge tech-driven selloff U.S. stocks moved between slight losses and solid [...]

By | 2018-04-05T10:03:11+00:00 April 4th, 2018|Market Updates|0 Comments

Affinity “Mark” et Minute – March 28, 2018

Investment Commentary –March 27th, 2018 Year to Date Market Indices as of Market Close March 27th, 2018 Dow 23,857 (-3.49%) S&P 2,612 (-2.28%) NASDAQ 7,008 (1.53%) Gold $1,350 (2.72%) OIL $64.67 (7.84%) US 10Y Treasury 2.77 (36.18%) Barclay Bond Aggregate (-1.98%) Stocks end lower, led by technology rout U.S. stocks ended sharply lower Tuesday, as [...]

By | 2018-03-29T11:07:07+00:00 March 28th, 2018|Market Updates|0 Comments

Affinity “Mark” et Minute – March 20, 2018

Investment Commentary –March 20th, 2018 Year to Date Market Indices as of Market Close March 20th, 2018 Dow 24,727 (0.03%) S&P 2,716 (1.62%) NASDAQ 7,364 (6.68%) Gold $1,310 (0.06%) OIL $63.42 (5.52%) US 10Y Treasury 2.895 (8.51%) Barclay Bond Aggregate (-1.98%) Stock market rebounds from tech selloff as energy sector aids advance U.S. stocks ended [...]

By | 2018-03-21T14:05:54+00:00 March 20th, 2018|Market Updates|0 Comments

Affinity “Mark” et Minute – March 13, 2018

Investment Commentary –March 13th, 2018 Year to Date Market Indices as of Market Close March 13th, 2018 Dow 25,007 (0.67%) S&P 2,765 (2.04%) NASDAQ 7,511 (6.79%) Gold $1,326 (1.92%) OIL $60.86 (3.96%) US 10Y Treasury 2.847 (47.16%) Barclay Bond Aggregate (-2.10%) Stocks Decline as Trump Cabinet Turmoil Deepens: Markets Wrap U.S. equities fell for the [...]

By | 2018-03-14T17:33:32+00:00 March 14th, 2018|Market Updates|0 Comments