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Address These Common Expenses to Revamp Your Budget
No matter how well you keep track of your spending, most people could benefit from taking a closer look at their budgets. Reducing spending can free up extra cash to pay down debts or beef [...]
A New Law Might Affect Your Estate Plan
For Mark Roberts' Use: Aiming to make retirement planning more accessible to many Americans, Congress passed the SECURE Act which was signed into law in December. The law lifts a few key restrictions that once [...]
The Top Three Things You Must Know About Social Security
For Mark Roberts' Use: Social Security will provide an important part of retirement plans for just about everyone, and yet a recent poll uncovered a shocking truth. Among those age 50 and older, a surprising [...]
How Does the SECURE Act Affect Your IRA Planning?
For Mark Roberts' Use: In response to concerns about the state of retirement planning in the US, President Trump signed the SECURE Act last month. The Setting Every Community Up for Retirement Enhancement Act aims [...]
What to Do if You Already Max Out Your Contributions
For Mark Roberts' Use: Retirement planning advice abounds on the internet (and in personal talks with family and friends). Obviously, we caution you to consult with us first, before making any big decisions, so that [...]
2 Simple Retirement Planning Resolutions for the New Year
For Mark Roberts' Use: Some people view the new year as the perfect time to make changes to their habits. Others eschew resolutions, saying you can change your life any time you decide to do [...]
Affinity “Mark” et Minute – February 11, 2020
Investment Commentary – February 11, 2020 Year to Date Market Indices as of Market Close February 11, 2020 • Dow 29,276(2.59%) • S&P 3,357 (3.93%) • NASDAQ 9,638 (7.43%) • Gold $1,571 (3.38%) • Oil [...]
Affinity “Mark” et Minute – February 5, 2020
Investment Commentary –February 6, 2020 Year to Date Market Indices as of Market Close February 5, 2020 • Dow 28,807 (0.94%) • S&P 3,297 (2.07%) • NASDAQ 9,467 (5.52%) • Gold $1,557 (2.49%) • Oil [...]
Affinity “Mark” et Minute – January 28, 2020
Investment Commentary –January 28, 2020 Year to Date Market Indices as of Market Close January 28, 2020 • Dow 28,722 (0.71%) • S&P 3,280 (1.41%) • NASDAQ 9,370 (3.31%) • Gold $1,568(3.17%) • Oil $53.57 [...]
Affinity “Mark” et Minute – January 21, 2020
Investment Commentary – January 21, 2020 Year to Date Market Indices as of Market Close January 21, 2020 • Dow 29,192 (2.30%) • S&P 3,320 (2.79%) • NASDAQ 9,370 (4.44%) • Gold $1,558(2.54%) • Oil [...]
Why Tax Refunds Aren’t Always a Good Thing
If you’re one of the 96 million Americans expecting a tax refund this spring, you probably look forward to receiving that check. It’s a good thing, right? Who doesn’t love a little extra money? Well, [...]
Affinity “Mark” et Minute – January 14, 2020
Investment Commentary – January 14, 2020 Year to Date Market Indices as of Market Close January 14, 2020 • Dow 28,909 (1.41%) • S&P 3,283 (1.62%) • NASDAQ 9,243 (3.11%) • Gold $1,547(1.80%) • Oil [...]