Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
Estate and Inheritance Tax Facts You Should Know
Estate planning forces us to consider some uncomfortable topics, but many people would never dream that they will continue to pay taxes after death! Unfortunately, that’s exactly what happens sometimes (or more correctly, it’s your [...]
Financial Scams are More Common Than You Think
For Mark Roberts' Use: Financial scams sound like something that only happen to television characters, or the young and inexperienced. Most of us believe we couldn’t possibly become a victim of a con artist, because we’re [...]
The Top Four Retirement “Do-Overs”
For Mark Roberts' Use: They say hindsight is 20/20, meaning it is always easier to look back at the past and see things more clearly. Most of us have experienced situations in which life experience [...]
One Simple Way to Save More for Retirement
For Mark Roberts' Use: Back when you first started working for your current employer, you filled out a number of forms regarding taxes, insurance, and your retirement fund. Most likely, you established an automatic contribution [...]
What the ‘Secure Act’ Could Mean for Your Retirement
For Mark Roberts' Use: At the end of May, the House of Representatives overwhelmingly approved the Secure Act (with a vote of 417-3) and sent the bill over to the Senate. If the bill is [...]
Will a Recession Arrive in 2020?
We’ve enjoyed several years of economic recovery and upswing, but could another recession be looming on the horizon? Some experts seem to think so, although nothing is set in stone at this time. Recently, Duke [...]
Affinity “Mark” et Minute – May 7, 2019
Investment Commentary – May 7, 2019 Year to Date Market Indices as of Market Close May 7, 2019 Dow 25,965 (11.31%) S&P 2,933 (15.05%) NASDAQ 8,120 (20.02%) Gold $1,285 (-0.92%) OIL $61.24 (29.25%) Barclay Bond [...]
Affinity “Mark” et Minute – April 30, 2019
Investment Commentary – April 30, 2019 Year to Date Market Indices as of Market Close April 30, 2019 Dow 26,183 (14.00%) S&P 2,867 (17.51%) NASDAQ 7,850 (22.01%) Gold $1,285 (-0.94%) OIL $63.47 (33.96) Barclay Bond [...]
Affinity “Mark” et Minute – April 23, 2019
Investment Commentary – April 23, 2019 Year to Date Market Indices as of Market Close April 23, 2019 Dow 26,656 (14.27%) S&P 2,933 (17.03%) NASDAQ 8,120 (22.39%) Gold $1,274 (-1.80%) OIL $64.16 (39.68%) Barclay Bond [...]
Affinity “Mark” et Minute – April 16, 2019
Investment Commentary – April 16, 2019 Exciting News from Amazon! Please read below. Affinity Asset Founder Becomes Amazon Best-Selling Author “Why Didn't I Hear About This Earlier?: Investors Often Don't Know What They're Missing,” conceptualized [...]
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 [...]