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Reevaluating the Cost of Healthcare in Retirement
As you look toward your target retirement date, you will continue to evaluate your expected budget and then compare those figures to your estimated retirement income. Lately we’ve all confronted a new reality with the [...]
The Deadline for Filing Your 2019 Federal Income Taxes Has Been Extended
While the nation grapples with the coronavirus outbreak, lawmakers are convening to determine solutions that will help us all through this time. One decision will help taxpayers breathe a sigh of relief: The deadline for [...]
4 Smart Money Moves to Consider Right Now
With the coronavirus outbreak looming and trade with China volatile, you might be feeling a bit of tension right now. But like most storms, this one will pass as well. In the meantime, it is [...]
4 Potential Problems with Your 401(k)
When it comes to retirement planning, a 401(k) provides an excellent opportunity to prepare for the future while also enjoying certain tax perks now. However, like any investment product, a 401(k) should be used wisely [...]
Consider This Social Security Strategy When Planning for Retirement
For Mark Roberts' Use: Retirement planning can be a complicated topic, and accurately predicting the future is not always possible. But when it comes to Social Security, it pays (literally) to weigh your options, time [...]
Coronavirus and the Global Economy
For Mark Roberts' Use: With the death toll from the coronavirus outbreak now reaching nearly 3,000, public health officials are releasing a variety of warnings to help us prepare for the potential impact. But aside [...]
Affinity “Mark” et Minute – February 9, 2021
Investment Commentary – February 9, 2021 Year to Date Market Indices as of February 9, 2021 • Dow 31,375 (2.51%) • S&P 3,911 (4.13%) • NASDAQ 14,007 (8.69%) • Gold $1,838 (-3.31%) • OIL $58.33 [...]
Affinity “Mark” et Minute – February 3, 2021
Good morning and happy Chiefs week this week. Expectations are high for the Chiefs. I am excited but nervous. Again, we apologize for the delay in the January email, there were new industry regulations and [...]
Affinity “Mark” et Minute – January 19, 2021
Investment Commentary – January 19, 2021 Year to Date Market Indices as of January 19, 2021 • Dow 30,932 (1.16%) • S&P 3,797 (1.06%) • NASDAQ 13,152 (2.05%) • Gold $1,840 (2.74%) • OIL $52.94 [...]
Affinity “Mark” et Minute – January 12, 2021
Investment Commentary –January 12, 2021 Year to Date Market Indices as of January 12, 2021 • Dow 31,085 (1.54%) • S&P 3,801 (1.18%) • NASDAQ 13,066 (1.37%) • Gold $1,854 (2.74%) • OIL $53.14 (2.85%) [...]
Affinity “Mark” et Minute – January 5, 2021
Investment Commentary – January 5, 2021 Year to Date Market Indices as of January 5, 2021 • Dow 30,391 (-0.70%) • S&P 3,726 (-0.78%) • NASDAQ 12,818 (-0.54%) • Gold $1,953 (2.74%) • OIL $49.80 [...]
Affinity “Mark” et Minute – December 29, 2020
Investment Commentary –December 29, 2020 Year to Date Market Indices as of December 29, 2020 • Dow 30,403 (6.54%) • S&P 3,735 (15.62%) • NASDAQ 12,899 (43.76%) • Gold $1,884 (23.83%) • OIL $48.17 (-22.74%) [...]
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