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A Major Medicare Bill Could Change Your Future Benefits
For Mark Roberts' Use: With millions of Americans currently accessing Medicare benefits, and 10,000 new Baby Boomers turning 65 each day, the system is obviously experiencing some growing pains. Retirees, too, are often burdened with [...]
4 Ways to Save for Retirement Without a 401(k)
For Mark Roberts' Use: For retirement planning options, it’s hard to beat the advantages of a 401(k) plan. But if you’re one of the 42 million Americans who work for a smaller business, you probably [...]
10 Moves to Make Before the End of the Year
For Mark Roberts' Use: Your 2019 income tax return isn’t due until April of next year… So why would you want to think about it now? Actually, there are plenty of good reasons to consider [...]
How Does Your Net Worth Compare?
Building wealth is one of the primary tenets of financial planning, but do you ever wonder how your net worth compares to the rest of the world? We can talk about financial security all day, [...]
10 Retirement Destinations for Warm Weather Lovers
For Mark Roberts' Use: Now that October has arrived, the weather is finally beginning to change from summer to more autumn-like. This might come as a welcome reprieve from this year’s unusually long, hot summer… [...]
7 Steps for Dealing With a Financial Windfall
For Mark Roberts' Use: You might think that you know exactly what you’d do with a windfall, such as an inheritance. But you might be surprised at how the emotional impact derails you, especially if [...]
Affinity “Mark” et Minute – September 10, 2019
Investment Commentary – September 10, 2019 Year to Date Market Indices as of Market Close September 10, 2019 • Dow 26,909 (15.36%) • S&P 2,979 (18.85%) • NASDAQ 8,084 (21.84%) • Gold $1,493 (16.98%) • [...]
Affinity “Mark” et Minute – September 3, 2019
Investment Commentary – September 3, 2019 Year to Date Market Indices as of Market Close September 3, 2019 • Dow 26,118 (11.96%) • S&P 2,906 (15.93%) • NASDAQ 7,874 (18.67%) • Gold $1,556 (21.13%) • [...]
Affinity “Mark” et Minute – August 27, 2019
Investment Commentary – August 27, 2019 Year to Date Market Indices as of Market Close Aug 27, 2019 • Dow 25,777 (10.50%) • S&P 2,869 (14.45%) • NASDAQ 7,826 (17.96%) • Gold $1,551 (20.78%) • [...]
Investment Commentary – August 21, 2019
Investment Commentary – August 21, 2019 Year to Date Market Indices as of Market Close Aug 21, 2019 • Dow 25,962 (11.30%) • S&P 2,900 (15.70%) • NASDAQ 7,948 (19.79%) • Gold $1,509 (17.48%) • [...]
Affinity “Mark” et Minute – August 13, 2019
Investment Commentary – August 13, 2019 Year to Date Market Indices as of Market Close Aug 13, 2019 • Dow 26,279 (12.66%) • S&P 2,926 (16.73%) • NASDAQ 8,016 (20.81%) • Gold $1,513 (17.83%) • [...]
Affinity “Mark” et Minute – August 6, 2019
Investment Commentary – August 6, 2019 Year to Date Market Indices as of Market Close Aug 6, 2019 • Dow 26,029 (11.58%) • S&P 2,881 (14.96%) • NASDAQ 7,833 (18.05%) • Gold $1,506 (17.19%) • [...]