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What Should You Do With That Old Life Insurance Policy?
You’ve maintained life insurance coverage for years now, because you understood the importance of protecting your family in the event that something might happen to you. But as retirement approaches, or if you’re already retired, [...]
If You Plan to Retire Early, Consider This First
For Mark Roberts' Use: Most of us plan to retire around age 65 to 67. This makes sense because you become eligible for Medicare at 65, and your “full retirement age” as defined by Social Security [...]
How Will Inflation Affect Your Retirement Plans?
For Mark Roberts' Use: As most people plan for retirement, they tend to focus on reaching a specific savings goal. And there’s certainly nothing wrong with that approach. After all, it’s easier to reach a [...]
Qualified Charitable Distributions Can Be Tricky
For Mark Roberts' Use: Giving to charity feels good and makes a difference in the world, but it can also earn you a valuable income tax deduction. Of course, as with anything concerning taxes, strict rules [...]
Building Wealth Often Requires a Diversified Approach
For Mark Roberts' Use: Everyone has their own interpretation of the word “wealth”. For a lot of people, it simply means having a high income and being able to afford a nice standard of living. But [...]
How to Minimize Your Tax Burden
For Mark Roberts' Use: What are your largest expenses? Things like business expenses, or your mortgage, might come to mind. But for most people, taxes are actually their heaviest financial burden. Yet we tend to [...]
Affinity “Mark” et Minute – July 3, 2018
Investment Commentary –July 3rd, 2018 Year to Date Market Indices as of Market Close July 3rd, 2018 Dow 24,174 (-2.20%) S&P 2,713 (1.48%) NASDAQ 7,502 (8.68%) Gold $1,254 (-4.64%) OIL $73.69 (15.28%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – June 26, 2018
Investment Commentary –June 26th, 2018 Year to Date Market Indices as of Market Close June 26th, 2018 Dow 24,252 (-1.89%) S&P 2,717 (1.63%) NASDAQ 7,532 (9.11%) Gold $1,258 (-4.64%) OIL $69.08 (15.28%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – June 19, 2018
Investment Commentary –June 19th, 2018 Year to Date Market Indices as of Market Close June 19th, 2018 Dow 24,700 (1.03%) S&P 2,762 (4.28%) NASDAQ 7,725 (11.91%) Gold $1,277 (-3.24%) OIL $65.13 (9.30%) Barclay Bond Aggregate [...]
Affinity “Mark” et Minute – June 12, 2018
Investment Commentary –June 12th, 2018 Year to Date Market Indices as of Market Close June 12th, 2018 Dow 5,320 (2.43%) S&P 2,786 (4.24%) NASDAQ 7,703 (11.59%) Gold $1,299 (-1.50%) OIL $66.21 (11.14%) US 10Y Treasury [...]
Affinity “Mark” et Minute – June 5, 2018
Investment Commentary –June 5th, 2018 Year to Date Market Indices as of Market Close June 5th, 2018 Dow 24,799 (0.33%) S&P 2,748 (2.81%) NASDAQ 7,637 (10.64%) Gold $1,300 (-1.41%) OIL $65.34 (9.67%) US 10Y Treasury [...]
Affinity “Mark” et Minute – May 30, 2018
Investment Commentary –May 29th, 2018 Year to Date Market Indices as of Market Close May 29th, 2018 Dow 24,361 (-1.45%) S&P 2,689 (0.61%) NASDAQ 7,396 (7.14%) Gold $1,304 (-1.77%) OIL $66.82 (20.63%) US 10Y Treasury [...]