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5 Ways to Plan for the Unexpected
When you think of financial planning, you probably focus on your regular expenses, monthly budgeting, and hopefully your retirement plan. But what about when unexpected events, even catastrophes, strike? Many of us don’t have a [...]
Will Consumer Confidence Drive the Economy?
Back in October 2018, the Conference Board Consumer Confidence Index reached its highest level since September 2000, even in the midst of a stock market slide and fears of inflation and rising interest rates. Another [...]
No More Rate Hikes in 2019?
Back in December, the Fed established benchmark federal funds rates at 2.25 to 2.5 percent, and we’ve all been watching for (and trying to predict) news of any changes. Now, after the Federal Open Market [...]
A Creative Financial Strategy That Can Help You Reach Your Goals
For Mark Roberts' Use: Ask ten people about their dreams for retirement, and you’re likely to receive ten different answers. However, one common theme might recur: Most of us would love to have our homes paid [...]
Early Withdrawals Can Cost You
For Mark Roberts' Use: You already know that because Social Security won’t provide enough income for most retirees to live comfortably, establishing your own retirement account is incredibly important. You took that step years ago, and [...]
A Word of Caution Regarding Required Minimum Distributions
For Mark Roberts' Use: Many workers hope to retire around age 65, and expect that they will begin required minimum distributions from a retirement account at that time. However, some hope to continue working and saving [...]
Affinity “Mark” et Minute – May 21, 2019
Investment Commentary – May 21, 2019 Year to Date Market Indices as of Market Close May 21, 2019 Dow 25,532 (9.45%) S&P 2,834 (13.07%) NASDAQ 7,734 (16.57%) Gold $1,297 (0.02%) OIL $61.71 (5.99%) Barclay Bond [...]
Affinity “Mark” et Minute – May 14, 2019
Investment Commentary – May 14, 2019 Year to Date Market Indices as of Market Close May 14, 2019 Dow 25,532 (9.45%) S&P 2,834 (13.07%) NASDAQ 7,734 (16.57%) Gold $1,297 (0.02%) OIL $61.71 (5.99%) Barclay Bond [...]
Affinity “Mark” et Minute – May 7, 2019
Investment Commentary – May 7, 2019 Year to Date Market Indices as of Market Close May 7, 2019 Dow 25,965 (11.31%) S&P 2,933 (15.05%) NASDAQ 8,120 (20.02%) Gold $1,285 (-0.92%) OIL $61.24 (29.25%) Barclay Bond [...]
Affinity “Mark” et Minute – April 30, 2019
Investment Commentary – April 30, 2019 Year to Date Market Indices as of Market Close April 30, 2019 Dow 26,183 (14.00%) S&P 2,867 (17.51%) NASDAQ 7,850 (22.01%) Gold $1,285 (-0.94%) OIL $63.47 (33.96) Barclay Bond [...]
Affinity “Mark” et Minute – April 23, 2019
Investment Commentary – April 23, 2019 Year to Date Market Indices as of Market Close April 23, 2019 Dow 26,656 (14.27%) S&P 2,933 (17.03%) NASDAQ 8,120 (22.39%) Gold $1,274 (-1.80%) OIL $64.16 (39.68%) Barclay Bond [...]
Affinity “Mark” et Minute – April 16, 2019
Investment Commentary – April 16, 2019 Exciting News from Amazon! Please read below. Affinity Asset Founder Becomes Amazon Best-Selling Author “Why Didn't I Hear About This Earlier?: Investors Often Don't Know What They're Missing,” conceptualized [...]