Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
How Will Inflation Affect Your Retirement Plan?
Have you noticed that you’re paying more for certain items lately? Price hikes on many consumer goods tend to occur in the summer. Gas prices tend to spike, and that affects the cost of everything [...]
Things Retirees Should Teach Their Adult Children
We tend to think of parenthood as an 18-year experience; at the end, the kids leave the nest, we congratulate ourselves for a job well done, and we’re finished teaching and raising them. Right? Well… [...]
Estate and Inheritance Tax Facts You Should Know
Estate planning forces us to consider some uncomfortable topics, but many people would never dream that they will continue to pay taxes after death! Unfortunately, that’s exactly what happens sometimes (or more correctly, it’s your [...]
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 [...]
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 [...]
One Simple Way to Save More for Retirement
For Mark Roberts' Use: Back when you first started working for your current employer, you filled out a number of forms regarding taxes, insurance, and your retirement fund. Most likely, you established an automatic contribution [...]
Affinity “Mark” et Minute – July 16, 2019
Year to Date Market Indices as of Market Close July 16, 2019 Dow 27,335 (17.28%) S&P 3,004 (19.94%) NASDAQ 8,222 (23.93%) Gold $1404 (8.70%) OIL $58.07 (.76%) US stocks mixed on trade concerns Trump on [...]
Affinity “Mark” et Minute – July 9, 2019
Investment Commentary – July 9, 2019 Year to Date Market Indices as of Market Close July 9, 2019 Dow 26,783 (14.82%) S&P 2,979 (18.86%) NASDAQ 8,143 (22.70%) Gold $1386 (8.94%) OIL $58.04 (27.53%) Barclay Bond [...]
Affinity “Mark” et Minute – July 1, 2019
Investment Commentary – July 1, 2019 Year to Date Market Indices as of Market Close July 1, 2019 Dow 26,717 (13.81%) S&P 2,964 (16.38%) NASDA 8,091 (18.83%) Gold $1386 (7.92%) OIL $57.92 (28.84%) Barclay Bond [...]
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 [...]
Affinity “Mark” et Minute – June 18, 2019
Investment Commentary – June 18, 2019 Year to Date Market Indices as of Market Close June 18, 2019 Dow26,465 (13.45%) S&P 2,017 (16.39%) NASDAQ 7,953 (19.87%) Gold $1349 (5.06%) OIL $54.08 (18.05%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – June 12, 2019
Investment Commentary – June 12, 2019 Year to Date Market Indices as of Market Close June 12, 2019 Dow 26,048 (11.66%) S&P 2,885 (15.11%) NASDAQ 7,822 (17.89%) Gold $1339 (4.27%) OIL $51.78 (13.05%) Barclay Bond [...]