//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.

Annuity Benefits that You May Not Know

For Mark Roberts' Use: If you talk to your neighbors, former co-workers, or family members who have already retired, you will notice something that perhaps does not surprise you: There is no single retirement solution that works for everyone! Each decision you make throughout the retirement planning process will ultimately come down to your needs and [...]

By | 2017-08-16T14:34:42+00:00 August 13th, 2017|Retirement|0 Comments

Affinity “Mark” et Minute – August 9, 2017

Investment Commentary –August 8th, 2017 Market Indices as of Market Close August 8th, 2017 Dow 22,085 (11.75% YTD) S&P 2,474 (10.46% YTD) NASDAQ 6,370 (18.34% YTD) Global Dow 2,875 (13.72%) Gold $1,265 (8.62%) OIL $49.12 (-13.88%) US 10Y Treasury 2.268 (-22.35%) Barclay Bond Aggregate (2.94% YTD) U.S. stocks end lower; Dow snaps 10-day streak of [...]

By | 2017-08-10T09:47:02+00:00 August 10th, 2017|Market Updates|0 Comments

Another Important Part of Financial Planning

For Mark Roberts' Use: Like many people, you probably spend a lot of time thinking about the most beneficial ways to accumulate adequate assets for retirement. But once you have accomplished that goal, you now how considerable assets to manage and protect. You also need to make a plan for those assets, in the event that [...]

By | 2017-08-10T09:47:40+00:00 August 6th, 2017|Retirement|0 Comments

Affinity “Mark” et Minute – August 2, 2017

Investment Commentary – August 1st, 2017 Market Indices as of Market Close August 1st, 2017 Dow 21,963 (11.13% YTD) S&P 2,4765 (10.55% YTD) NASDAQ 6,362 (18.20% YTD) Gold $1,275 (9.41%) OIL $49.24 (-13.60%) US 10Y Treasury 2.253 (-22.35%) Barclay Bond Aggregate (2.71% YTD) August May Be When Stocks' Low-Volatility Streak Finally Ends Forget Mayweather vs. [...]

By | 2017-08-02T16:04:16+00:00 August 2nd, 2017|Market Updates|0 Comments

Affinity “Mark” et Minute – July 27, 2017

Investment Commentary –July 26th, 2017 Market Indices as of Market Close July, 26th, 2017 Dow 21,630 (9.37% YTD) S&P 2,478 (10.64% YTD) NASDAQ 5,947 (19.12% YTD) Gold $1,253 (7.04%) OIL $48.38 (-18.37%) US 10Y Treasury 2.323 (-18.43%) Barclay Bond Aggregate (2.45% YTD) Fed expected to leave rates unchanged; balance sheet in focus WASHINGTON (Reuters) - [...]

By | 2017-07-27T10:43:06+00:00 July 27th, 2017|Market Updates|0 Comments

How Easy Would it Be to Scam You?

For Mark Roberts' Use:  Those of us who consider ourselves to be rational people, well educated on financial issues, tend to believe that we could never fall for a fraudulent money scam. Maybe it’s because we think these things aren’t all that common, and they mostly just happen on TV. Or perhaps it’s because we [...]

By | 2017-07-27T10:43:34+00:00 July 23rd, 2017|Financial tips|0 Comments

Affinity “Mark” et Minute – July 18, 2017

Investment Commentary –July 18th, 2017 Market Indices as of Market Close July, 18th, 2017 Dow 21,576 (9.17% YTD) S&P 2,460 (9.91% YTD) NASDAQ 6,344 (17.86% YTD) Gold $1,241 (7.04%) OIL $46.44 (-18.37%) US 10Y Treasury 2.261 (-18.43%) Barclay Bond Aggregate (2.46% YTD) The U.S. stock market is the world’s most expensive There’s nothing new about [...]

By | 2017-07-19T19:33:06+00:00 July 18th, 2017|Market Updates|0 Comments

Watch Out for These Investment Mistakes

For Mark Roberts' Use: If you read our blogs regularly, you know that we’re constantly reminding you that you can’t depend upon Social Security as your entire retirement income. That means you’re responsible for setting up an income that will sustain you once you stop working… which can lead to an awful lot of pressure [...]

By | 2017-07-17T09:13:47+00:00 July 17th, 2017|Retirement|0 Comments

Can You Answer These Four Questions?

For Mark Roberts' Use: In the last few years before retirement, your focus might shift toward planning vacations, dreaming of new hobbies, or simply longing to be free of your alarm clock. Of course, we want to help ensure that you can actually fulfill all of these goals. So before you take the leap into [...]

By | 2017-07-10T09:17:43+00:00 July 9th, 2017|Retirement|0 Comments