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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.

Affinity “Mark” et Minute – July 31, 2014

Investment Commentary – July 30, 2014 Dow – 16,912.11 (7/29/14 close) S&P 500 – 1,969.95 (7/29/14 close) 10-year Treasury – 2.46% (7/29/14 close) The U.S. economy posted better-than-expected growth in the 2nd quarter, bouncing back from its worst performance in 5 years.  U.S. GDP expanded at a seasonally adjusted annual rate of 4% in the 2nd quarter.  [...]

By |2017-06-01T13:34:39-05:00July 31st, 2014|Market Updates|0 Comments

Will You Be Subject to the Estate Tax?

For Mark Roberts' Use: The federal estate tax, also known as the “death tax”, was first enacted with the Stamp Tax of 1797 in order to pay for naval rearmament. The estate tax has a long and colorful past, having been revoked and reinstated at various times throughout American history. The current system was put [...]

By |2017-06-01T13:34:40-05:00July 28th, 2014|Retirement|0 Comments

Clean Up Your Financial Records

For Mark Roberts' Use: Last year, the U.S. Supreme Court decided a case in which a widow and her deceased husband's first wife were embattled over his federal employee insurance benefits. The man had designated his first wife on the insurance policy, but forgot to change the designation after divorcing her and marrying the second [...]

By |2017-06-01T13:34:41-05:00July 21st, 2014|Retirement|0 Comments
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