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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 [...]
Will Medicare Be Enough?
For Mark Roberts' Use: Throughout most of our lives, housing is often the biggest expense we face. That often changes in retirement, with healthcare becoming the most expensive monthly item in our budget. A 65-year-old [...]
Some States Don’t Tax Social Security Benefits
For Mark Roberts' Use: After working and paying taxes throughout your career, along with paying into Social Security for all of that time, it might surprise you to learn that your Social Security benefits can [...]
When It Comes to Financial Advice, Don’t Believe Everything You Hear
For Mark Roberts' Use: Most of us will go to the doctor to have suspicious symptoms checked, or call a roofer when water is dripping from the ceiling. But for some reason, we tend to [...]
How to Keep Your Holiday Spending in Check
For Mark Roberts' Use: Not to provoke anxiety, but have you started your holiday shopping yet? And have you set a spending limit? According to a recent Bankrate poll, 56 percent of respondents plan to [...]
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 [...]
Affinity “Mark” et Minute – January 7, 2020
Investment Commentary – January 7, 2020 Year to Date Market Indices as of Market Close January 7, 2020 • Dow 28,583 (-.42%) • S&P 3,237 (-.28%) • NASDAQ 9,068 (-.03%) • Gold $1,578 • Oil [...]
Affinity “Mark” et Minute – December 17, 2019
Investment Commentary – December 17, 2019 Year to Date Market Indices as of Market Close December 17, 2019 • Dow 28,276 (21.18%) • S&P 3,136 (27.35%) • NASDAQ 8,823 (32.98%) • Gold $1,480 (15.23%) • [...]
Affinity “Mark” et Minute – December 11, 2019
Investment Commentary – December 11, 2019 Year to Date Market Indices as of Market Close December 11, 2019 • Dow 27,854 (19.36%) • S&P 3,136 (25.14%) • NASDAQ 8,633 (30.12%) • Gold $1,477 (14.95%) • [...]
Affinity “Mark” et Minute – December 4, 2019
Investment Commentary – December 4, 2019 Year to Date Market Indices as of Market Close December 4, 2019 • Dow 27,701 (18.03%) • S&P 3,114 (23.55%) • NASDAQ 8,570 (28.60%) • Gold $1,479 (15.12%) • [...]
Affinity “Mark” et Minute – November 20, 2019
Investment Commentary – November 20, 2019 Year to Date Market Indices as of Market Close November 20, 2019 • Dow 27,934 (19.75%) • S&P 3,120 (24.74%) • NASDAQ 8,570 (29.17%) • Gold $1,472 (14.59%) • [...]