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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.

Can You Answer These Retirement Questions?

Some people love working… And then there’s everyone else. If you’re feeling antsy to retire soon, stop and ask yourself these three questions to assess your knowledge and readiness. Retirement planning is composed of many important factors. But if you can answer these questions confidently, you’re probably getting close to retirement! What is your plan [...]

By |2023-03-02T10:35:03-06:00February 20th, 2023|Retirement|0 Comments

New RMD Rules Begin in 2023

You might recall that in 2019, Congress passed the SECURE Act. The new laws enacted a number of changes to how retirement accounts are utilized, with the age for required minimum distributions changed from 70 ½ to 72. Now, the SECURE 2.0 Act has again bumped that age, up to 73 this time. Then, the [...]

By |2023-03-02T11:07:12-06:00January 7th, 2023|Retirement|0 Comments

Affinity “Mark” et Minute – December 28, 2022

Investment Commentary – December 28, 2022 Year to Date Market Indices as of December 28, 2022 Dow 33,416 (-8.16%) S&P 3,855 (-18.68%) NASDAQ 10,915 (-32.90%) OIL $85.12 (5.08%) Barclay Bond Aggregate (-14.15%) Gold    (-0.93%) ProShares Market Commentary: December 2022 Simeon Hyman November was a great month for stocks and bonds. The S&P 500® was up [...]

By |2022-12-29T14:21:32-06:00December 29th, 2022|Market Updates|0 Comments

Affinity “Mark” et Minute – December 15, 2022

Investment Commentary –December 15th, 2022 Year to Date Market Indices as of December 15th, 2022 • Dow 33,277 (-8.16%) • S&P 3,911 (-17.87%) • NASDAQ 10,892 (-30.23%) • OIL $85.12 (12.84%) • Barclay Bond Aggregate (-8.36%) Here’s what the Federal Reserve’s half-point rate hike means for you The Federal Reserve raised interest rates for the [...]

By |2022-12-15T10:59:33-06:00December 15th, 2022|Market Updates|0 Comments
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