/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 – June 25, 2019

Investment Commentary – June 25, 2019 Year to Date Market Indices as of Market Close June 25, 2019 Dow26,548 (13.81%) S&P 2,917 (16.38%) NASDAQ 7,884 (18.83%) Gold $1426 (11.05%) OIL $57.92 (26.41%) Barclay Bond Aggregate (5.95%) All World Index (14.84%) Powell, Bullard dampen market hopes that Fed will deliver half-point interest-rate cut Fed chairman says [...]

By |2019-06-27T09:38:56-05:00June 27th, 2019|Market Updates|0 Comments

Financial Scams are More Common Than You Think

For Mark Roberts' Use: Financial scams sound like something that only happen to television characters, or the young and inexperienced. Most of us believe we couldn’t possibly become a victim of a con artist, because we’re generally well educated on financial issues. And besides, these things are super rare, right? Unfortunately, no, financial scams are not [...]

By |2019-06-24T09:19:43-05:00June 24th, 2019|Financial tips|0 Comments

The Top Four Retirement “Do-Overs”

For Mark Roberts' Use: They say hindsight is 20/20, meaning it is always easier to look back at the past and see things more clearly. Most of us have experienced situations in which life experience illuminates the reality of past mistakes. That’s why many retirees often preface statements with the words, ‘If I could do [...]

By |2019-06-17T09:14:49-05:00June 17th, 2019|Retirement|0 Comments