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6 Surprising Facts About Social Security
For Mark Roberts' Use: For most of us, Social Security has been around as long as we have. It was created back in 1935, as a supplemental income source for retirees. And so, for all [...]
What Happens to Debt When You Pass Away?
For Mark Roberts' Use: While we all hope to manage our debt loads during our lifetimes, it’s normal to pass away still owing money to one or more creditors. It might only be last month’s [...]
Leaving Your Job: What About Your 401(k)?
These days, it’s rare for an individual to stay with the same company throughout the duration of their career. You will probably face the decision of moving on to greener pastures someday… But what about [...]
Accessing Your Maximum Social Security Benefit
For most of us, Social Security will comprise a significant part of our retirement income. So naturally you want to access the maximum benefit possible for your situation. But you might also be curious to [...]
No 401(k)? You Can Still Plan for Retirement!
When we talk about saving for retirement, we’re often speaking to those who have access to an employer-sponsored 401(k) plan. But what if your company doesn’t offer this option? You wouldn’t be alone; about 38 [...]
The Common Mistakes You Might be Making With Your 401(k)
For Mark Roberts' Use: If you’re contributing regularly to a 401(k) account, then you’re a bit ahead of the curve where retirement planning is concerned. Did you know that 35 percent of American workers don’t [...]
Affinity “Mark” et Minute – April 9, 2019
Investment Commentary – April 10, 2019 Year to Date Market Indices as of Market Close April 9, 2019 Dow 26,150 (12.10%) S&P 2,878 (14.81%) NASDAQ 7,909 (19.20%) Gold $1,306 (0.70%) OIL $64.28 (5.99%) Barclay Bond [...]
Affinity “Mark” et Minute – April 2, 2019
Investment Commentary – April 2, 2019 Year to Date Market Indices as of Market Close April 2, 2019 Dow 26,183 (12.23%) S&P 2,867 (14.38%) NASDAQ 7,850 (18.296%) Gold $1,295 (-0.16%) OIL $60.06 (27.71) Barclay Bond [...]
Affinity “Mark” et Minute – March 27, 2019
Investment Commentary – March 26, 2019 Year to Date Market Indices as of Market Close March 26, 2019 Dow 25,673 (9.99%) S&P 2,818 (12.43%) NASDAQ 7,691 (15.92%) Gold $1,332 (1.91%) OIL $60.06 (27.71) Barclay Bond [...]
Affinity “Mark” et Minute – March 19, 2019
Investment Commentary – March 19, 2019 Year to Date Market Indices as of Market Close March 19, 2019 Dow 25,887 (10.97%) S&P 2,832 (12.99%) NASDAQ 7,723 (16.41%) Gold $1,306 (1.18%) OIL $59.08 (27.05) Barclay Bond [...]
Affinity “Mark” et Minute – March 12, 2019
Investment Commentary – March 12, 2019 Year to Date Market Indices as of Market Close March 12, 2019 Dow 25,554 (9.55%) S&P 2,791 (11.36%) NASDAQ 7,591 (14.40%) Gold $1,301 (0.83%) OIL $57.09 (22.77) Barclay Bond [...]
Affinity “Mark” et Minute – March 5, 2019
Investment Commentary – March 5, 2019 Year to Date Market Indices as of Market Close March 5, 2019 Dow 25,806 (10.63%) S&P 2,789 (11.28%) NASDAQ 7,576 (14.18%) Gold $1,348 (4.45%) OIL $57.12 (23.74) Barclay Bond [...]