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How Do You Know if You Need a Financial Advisor?
For Mark Roberts Use: We all know, or have heard of, someone who never went to the doctor for regular check-ups. Then, one day, they frantically make an appointment. A lump was discovered or some other [...]
Will You Pay Taxes on Your Social Security Benefits?
For Mark Roberts' Use: When you retire, many parts of your life will change. You won’t face a daily commute, you won’t be stuck at a desk, and you will decide how to spend your [...]
6 Life Insurance Mistakes to Avoid
For Mark Roberts' Use: Life insurance is something everyone needs, and most of us will enroll in a policy at some point. But that doesn’t mean it’s your average, everyday purchase! You wouldn’t make any other [...]
What’s Going On With Social Security?
For Mark Roberts' Use: For most people, retirement income will be derived from several sources. Hopefully, you’ve been contributing faithfully to a retirement account of some sort, such as a 401k or IRA. But you’ve [...]
Will You Stay Home in Retirement?
For Mark Roberts' Use: When you think about retirement, what do you picture? For some, retirement means a move to Florida, a cozy condo in the mountains, or a tidy home closer to the grandkids. But [...]
5 Last-Minute Retirement Options
For Mark Roberts' Use: Let’s say you’ve been looking forward to your retirement for years, and planning faithfully. But now something has happened, and you’re not so sure your retirement budget is feasible. Maybe you faced [...]
Affinity “Mark” et Minute – May 23, 2018
Investment Commentary –May 22nd, 2018 Year to Date Market Indices as of Market Close May 22ndh, 2018 Dow 24,834 (0.47%) S&P 2,724 (1.90%) NASDAQ 7,378 (6.88%) Gold $1,296 (-1.77%) OIL $72.09 (20.63%) US 10Y Treasury [...]
Affinity “Mark” et Minute – May 15, 2018
Investment Commentary –May 15th, 2018 Year to Date Market Indices as of Market Close May 15th, 2018 Dow 24,706 (-0.05%) S&P 2,711 (1.42%) NASDAQ 7,351 (6.49%) Gold $1,292 (-1.70%) OIL $71.61 (19.09%) US 10Y Treasury [...]
Affinity “Mark” et Minute – May 8, 2018
Investment Commentary –May 8th, 2018 Year to Date Market Indices as of Market Close May 8th, 2018 Dow 24,360 (-1.45%) S&P 2,671 (-0.06%) NASDAQ 7,266 (5.27%) Gold $1,312 (-0.14%) OIL $67.44 (12.87%) US 10Y Treasury [...]
Affinity “Mark” et Minute – May 1, 2018
Investment Commentary – May 1st, 2018 Year to Date Market Indices as of Market Close May 1st, 2018 Dow 24,099 (-2.51%) S&P 2,654 (-0.70%) NASDAQ 7,130 (3.29%) Gold $1,305 (-0.72%) OIL $67.44 (12.87%) US 10Y [...]
Affinity “Mark” et Minute – April 25, 2018
Investment Commentary –April 24th, 2018 Year to Date Market Indices as of Market Close April 24TH, 2018 Dow 24,011 (-2.86%) S&P 2,631 (-1.55%) NASDAQ 7,001 (1.41%) Gold $1,333 (1.43%) OIL $67.79 (13.42%) US 10Y Treasury [...]
Affinity “Mark” et Minute – April 17, 2018
Investment Commentary – April 17th, 2018 Year to Date Market Indices as of Market Close April 17th, 2018 Dow 24,573 (0.27%) S&P 2,706 (1.23%) NASDAQ 7,281 (5.47%) Gold $1,350 (1.54%) OIL $66.46 (5.99%) US 10Y [...]