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A Good Way to Avoid a Common Retirement Planning Mistake
If you’re a parent, you want the absolute best for your children. But this decision should not have to come at the expense of your retirement. Yet, every year many parents are tempted to tap [...]
New Scam Alert: Know the Signs
What would you do if someone called to offer you a free healthcare product that sounded as if it might help you? In the event that you experience regular discomfort or pain, you might jump [...]
5 Tips to Pass Along to Your Adult Children
Many of our clients now have adult children, and are naturally relieved that their days in the “parenting trenches” are now a distant memory. But that doesn’t mean you stop imparting wisdom to your kids. [...]
A Unique Retirement Planning Opportunity for Couples
Married couples face some extra considerations when planning for their retirement years. Not only do you need to prepare for an income that supports both of you for the rest of your lives; you also [...]
The Downside of an Early Retirement
For Mark Roberts' Use: If you’re like a lot of people, you can’t wait to retire! In fact, you might be analyzing your finances and running the numbers over and over, trying to decide if [...]
We’ve Enjoyed the Longest Growth Streak Ever… Now What?
For Mark Roberts' Use: First, the good news: As of June 2019, the US has enjoyed its longest period of economic growth ever. That’s certainly something to celebrate. While the past ten years have marked [...]
Affinity “Mark” et Minute – September 16, 2019
Investment Commentary – September 16, 2019 Year to Date Market Indices as of Market Close September 16, 2019 • Dow 27,076 (16.07%) • S&P 2,997 (19.59%) • NASDAQ 8,153 (22.88%) • Gold $1,505 (17.19%) • [...]
Affinity “Mark” et Minute – September 10, 2019
Investment Commentary – September 10, 2019 Year to Date Market Indices as of Market Close September 10, 2019 • Dow 26,909 (15.36%) • S&P 2,979 (18.85%) • NASDAQ 8,084 (21.84%) • Gold $1,493 (16.98%) • [...]
Affinity “Mark” et Minute – September 3, 2019
Investment Commentary – September 3, 2019 Year to Date Market Indices as of Market Close September 3, 2019 • Dow 26,118 (11.96%) • S&P 2,906 (15.93%) • NASDAQ 7,874 (18.67%) • Gold $1,556 (21.13%) • [...]
Affinity “Mark” et Minute – August 27, 2019
Investment Commentary – August 27, 2019 Year to Date Market Indices as of Market Close Aug 27, 2019 • Dow 25,777 (10.50%) • S&P 2,869 (14.45%) • NASDAQ 7,826 (17.96%) • Gold $1,551 (20.78%) • [...]
Investment Commentary – August 21, 2019
Investment Commentary – August 21, 2019 Year to Date Market Indices as of Market Close Aug 21, 2019 • Dow 25,962 (11.30%) • S&P 2,900 (15.70%) • NASDAQ 7,948 (19.79%) • Gold $1,509 (17.48%) • [...]
Affinity “Mark” et Minute – August 13, 2019
Investment Commentary – August 13, 2019 Year to Date Market Indices as of Market Close Aug 13, 2019 • Dow 26,279 (12.66%) • S&P 2,926 (16.73%) • NASDAQ 8,016 (20.81%) • Gold $1,513 (17.83%) • [...]