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New Year’s Resolutions Don’t Have to Be Expensive
For Mark Roberts' Use: It’s that time of year again! Did you set any New Year’s resolutions? If so, you’re probably ready to dive in and tackle your new goals. But if you do, keep [...]
A Unique Solution for the Cost of Life Insurance
For Mark Roberts' Use: As financial advisors, we often hear of individuals who allowed their term life insurance contracts to expire. Twenty or so years after selecting the policy, replacing it with a permanent life [...]
How Would an Early Retirement Actually Work Out?
For Mark Roberts' Use: At some point, most of us dream about an early retirement. And on the surface, it certainly sounds wonderful. Who wouldn’t love to avoid their daily commute, never see the inside [...]
Good News: Save More for Retirement in 2019
For Mark Roberts' Use: As financial advisors, we frequently advise those planning for retirement to save all that you can. And now, we have some good news: Contribution limits for qualified retirement plans were increased for [...]
8 Ways to Keep Your Holiday Spending Within Budget
For Mark Roberts' Use: Now that Thanksgiving is behind us, and the leftovers in your refrigerator have finally disappeared, the holiday shopping season is in full swing. We know it’s easy to get carried away [...]
An Exciting New Retirement Option
For Mark Roberts' Use: In 2014, in response to economic conditions and employee feedback, the federal government launched a Phased Retirement option for their workers. Due to the success and popularity of the program, some private [...]
Affinity “Mark” et Minute – December 18, 2018
Investment Commentary – December 18, 2018 Year to Date Market Indices as of Market Close December 18, 2018 Dow 23,675 (-4.22%) S&P 2,546 (-4.77%) NASDAQ 6,783 (-1.73%) Gold $1,253 (-6.36%) OIL $45.91 (-6.69) Barclay Bond [...]
Affinity “Mark” et Minute – December 11, 2018
Investment Commentary – December 11, 2018 Year to Date Market Indices as of Market Close December 11, 2018 Dow 24,370 (-1.41%) S&P 2,636 (-1.38%) NASDAQ 7,031 (-1.86%) Gold $1,248 (-6.76%) OIL $51.72 (-6.69) Barclay Bond [...]
Affinity “Mark” et Minute – December 5, 2018
Investment Commentary – December 5, 2018 Year to Date Market Indices as of Market Close December 5, 2018 Dow 25,027 (1.25%) S&P 2,700 (0.99%) NASDAQ 7,158 (3.69%) Gold $1,241 (-7.24%) OIL $53.80 (-6.69) Barclay Bond [...]
Affinity “Mark” et Minute – November 29, 2018
Investment Commentary – November 27, 2018 Year to Date Market Indices as of Market Close November 27, 2018 Dow 24,748 (0.12%) S&P 2,682 (0.32%) NASDAQ 7,082 (2.60%) Gold $1,220 (-8.79%) OIL $52.09 (-9.69) Barclay Bond [...]
Affinity “Mark” et Minute – November 20, 2018
Investment Commentary – November 20, 2018 Year to Date Market Indices as of Market Close November 20, 2018 Dow 24,440 (-1.16%) S&P 2,638 (-1.25%) NASDAQ 6,851 (-0.63%) Gold $1,223 (-7.97%) OIL $53.99 (-2.91) Barclay Bond [...]
Affinity “Mark” et Minute – November 14, 2018
Investment Commentary – November 14, 2018 Year to Date Market Indices as of Market Close November 14, 2018 Dow 25,429 (2.88%) S&P 2,743 (2.64%) NASDAQ 7,267 (5.26%) Gold $1,200 (-9.71%) OIL $56.60 (-2.91) Barclay Bond [...]