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One Quick Way to Reduce Unpleasant Tax Surprises
For Mark Roberts' Use: Yes, we’re a few months away from tax season, but that doesn’t mean you shouldn’t think about it ahead of time. In fact, a little preparation now can help to prevent [...]
How Do You Envision Your Retirement?
For Mark Roberts' Use: Many of us tend to view retirement as the end. It’s certainly the end of your working years (unless you take up a second career in your sixties). But it’s also [...]
6 Reasons to Work with a Financial Professional
For Mark Roberts' Use: The do-it-yourself mentality is popular, and for good reason. Often we can save a bit of money, and learn a fun new skill by taking on complicated projects ourselves. But the [...]
A Good Way to Avoid a Common Retirement Planning Mistake
If you’re a parent, you want the absolute best for your children. But this decision should not have to come at the expense of your retirement. Yet, every year many parents are tempted to tap [...]
New Scam Alert: Know the Signs
What would you do if someone called to offer you a free healthcare product that sounded as if it might help you? In the event that you experience regular discomfort or pain, you might jump [...]
5 Tips to Pass Along to Your Adult Children
Many of our clients now have adult children, and are naturally relieved that their days in the “parenting trenches” are now a distant memory. But that doesn’t mean you stop imparting wisdom to your kids. [...]
Affinity “Mark” et Minute – July 30, 2019
Investment Commentary – July 30, 2019 FED PREPARED TO CUT INTEREST RATES FOR FIRST TIME IN A DECADE For the first time since the start of the recession more than a decade ago, the Federal [...]
Affinity “Mark” et Minute – July 23, 2019
Investment Commentary – July 23, 2019 Year to Date Market Indices as of Market Close July 23, 2019 Dow27,349 (17.24%) S&P 3,005 (19.89%) NASDAQ 8,251 (24.36%) Gold $1,417 (10.36%) OIL $56.89 (24.19%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – July 16, 2019
Year to Date Market Indices as of Market Close July 16, 2019 Dow 27,335 (17.28%) S&P 3,004 (19.94%) NASDAQ 8,222 (23.93%) Gold $1404 (8.70%) OIL $58.07 (.76%) US stocks mixed on trade concerns Trump on [...]
Affinity “Mark” et Minute – July 9, 2019
Investment Commentary – July 9, 2019 Year to Date Market Indices as of Market Close July 9, 2019 Dow 26,783 (14.82%) S&P 2,979 (18.86%) NASDAQ 8,143 (22.70%) Gold $1386 (8.94%) OIL $58.04 (27.53%) Barclay Bond [...]
Affinity “Mark” et Minute – July 1, 2019
Investment Commentary – July 1, 2019 Year to Date Market Indices as of Market Close July 1, 2019 Dow 26,717 (13.81%) S&P 2,964 (16.38%) NASDA 8,091 (18.83%) Gold $1386 (7.92%) OIL $57.92 (28.84%) Barclay Bond [...]
Affinity “Mark” et Minute – June 25, 2019
Investment Commentary – June 25, 2019 Year to Date Market Indices as of Market Close June 25, 2019 Dow26,548 (13.81%) S&P 2,917 (16.38%) NASDAQ 7,884 (18.83%) Gold $1426 (11.05%) OIL $57.92 (26.41%) Barclay Bond Aggregate [...]