/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.

5 Ways to Plan for the Unexpected

When you think of financial planning, you probably focus on your regular expenses, monthly budgeting, and hopefully your retirement plan. But what about when unexpected events, even catastrophes, strike? Many of us don’t have a plan in place for emergencies, or we find that our plans were woefully inadequate. No one can prepare for every [...]

By |2019-05-20T09:35:39-05:00May 20th, 2019|Financial tips|0 Comments

Will Consumer Confidence Drive the Economy?

Back in October 2018, the Conference Board Consumer Confidence Index reached its highest level since September 2000, even in the midst of a stock market slide and fears of inflation and rising interest rates. Another measure of consumer confidence, the Michigan Index of Consumer Sentiment, remained higher in 2018 than in any year this century. [...]

By |2019-05-13T09:17:17-05:00May 13th, 2019|The Economy|0 Comments

No More Rate Hikes in 2019?

Back in December, the Fed established benchmark federal funds rates at 2.25 to 2.5 percent, and we’ve all been watching for (and trying to predict) news of any changes. Now, after the Federal Open Market Committee (FOMC) meeting on March 20, along with other news, we have an answer: It looks like the Fed won’t [...]

By |2019-05-03T12:59:47-05:00May 3rd, 2019|The Economy|0 Comments

Affinity “Mark” et Minute – April 16, 2019

Investment Commentary – April 16, 2019 Exciting News from Amazon! Please read below. Affinity Asset Founder Becomes Amazon Best-Selling Author “Why Didn't I Hear About This Earlier?: Investors Often Don't Know What They're Missing,” conceptualized and written by Affinity Asset Management Owner and President Mark Roberts, reached the Amazon best-sellers list during its release week. [...]

By |2019-04-18T08:57:07-05:00April 17th, 2019|Market Updates|0 Comments