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One Policy That Can Cover Most Financial Liabilities
For Mark Roberts' Use: We all know that the purpose of auto and homeowner’s insurance (and certain types of business insurance) is to cover financial losses in the event of an accident or natural disaster. [...]
Improving the Performance of Retirement Plans
For Mark Roberts' Use: In recent years, many Americans have expressed concerns over their eventual retirements. They worry that they started saving too late, that their retirement accounts aren’t performing as hoped, or that the [...]
4 Important Functions of a Will
For Mark Roberts' Use: When we discuss estate planning, most people know that creating a Last Will and Testament is generally the cornerstone of these plans. And yet, you might be surprised at how many [...]
Estate Planning 101
For Mark Roberts' Use: Although most of us don’t like to think about it, estate planning is an important part of retirement preparations. You’ve planned for an income that hopefully lasts the rest of your [...]
What Can You Expect from Medicare?
For Mark Roberts' Use: Most people know that when they turn 65, they will become eligible for Medicare. For most retirees, the program is the backbone of their healthcare planning. However, many are surprised to [...]
Do Common Retirement Guidelines Make Sense for You?
For Mark Roberts' Use: Retirement planning is a complicated topic, and over the years financial planners have attempted to simplify the process by offering some basic guidelines. So, you might have heard that you should plan [...]
Affinity “Mark” et Minute – September 25, 2018
Investment Commentary –September 25, 2018 Year to Date Market Indices as of Market Close September 25, 2018 Dow 26,492 (7.17%) S&P 2,915 (9.05%) NASDAQ 8,007 (15.99%) Gold $1,205 (-9.28%) OIL $72 (23.76%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – September 18, 2018
Investment Commentary –September 18, 2018 Year to Date Market Indices as of Market Close September 18, 2018 Dow 26,246 (6.18%) S&P 2,904 (8.63%) NASDAQ 7,956 (15.25%) Gold $1,202 (-9.50%) OIL $69 (19.21%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – September 11, 2018
Investment Commentary – September 11, 2018 Year to Date Market Indices as of Market Close September 11, 2018 Dow 25,971 (5.06%) S&P 2,887 (8.02%) NASDAQ 7,972 (15.49%) Gold $1,201 (-9.62%) OIL $69 (17.13%) Barclay Bond [...]
Affinity “Mark” et Minute – September 5, 2018
Investment Commentary – September 5, 2018 Year to Date Market Indices as of Market Close September 5, 2018 Dow 25,954 (4.97%) S&P 2,883 (7.85%) NASDAQ 7,985 (15.69%) Gold $1,202 (-9.54%) OIL $69 (17.13%) Barclay Bond [...]
Affinity “Mark” et Minute – August 28, 2018
Investment Commentary –August 28, 2018 Year to Date Market Indices as of Market Close August 28, 2018 Dow 26,064 (5.44%) S&P 2,897 (8.37%) NASDAQ 8,030 (16.32%) Gold $1,207 (-9.19%) OIL $68 (17.13%) Barclay Bond [...]
Affinity “Mark” et Minute – August 22, 2018
Investment Commentary – August 22, 2018 Year to Date Market Indices as of Market Close August 22, 2018 Dow 25,822 (4.46%) S&P 2,862 (7.08%) NASDAQ 7,866 (13.85%) Gold $1,204 (-9.37%) OIL $66 (12.57%) Barclay Bond [...]