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Planning Your Retirement Budget
For Mark Roberts' Use: When you’re on the cusp of retirement, it’s time to kick your retirement planning into high gear. At this point you will confront a situation quite unlike any other in your [...]
Are You Turning Down Free Money?
For Mark Roberts' Use: If your employer offers a retirement plan such as a 401(k), congratulations. You’re one of the “lucky ones” in terms of retirement planning options. A 401(k) provides several significant benefits, both [...]
Avoid These 5 Retirement Planning Pitfalls
For Mark Roberts' Use: Retirement is one of the biggest changes you’ll experience in your lifetime, and also one of the most nerve-wracking. Luckily, millions of people have ventured into this territory ahead of you.. [...]
Is Retiring at 62 a Bad Decision?
For Mark Roberts' Use: Toward the middle to end of your fifties, you’re probably kicking your retirement planning into high gear. In fact, you’re doing so much retirement planning at this time, that an early retirement [...]
Should You Cash Out Your Retirement Plan if You Change Jobs?
For Mark Roberts' Use: Rarely do American workers stick with the same employer for 30 or 40 years these days. At some point in your career, it is likely that you will face a difficult [...]
How Will the Federal Rate Hike Affect You?
For Mark Roberts' Use: Last month, the Federal Reserve announced a rate hike. The benchmark federal funds rate was increased by 25 basis points, which translates to a 1.5 to 1.75 percent bump. To explain [...]
Affinity “Mark” et Minute – April 10, 2018
Investment Commentary –April 10th, 2018 Year to Date Market Indices as of Market Close April 10th, 2018 Dow 24,408 (-1.26%) S&P 2,656 (-0.63%) NASDAQ 7,094 (2.77%) Gold $1,342 (2.14%) OIL $65.59 (9.39%) US 10Y Treasury [...]
Affinity “Mark” et Minute – April 3, 2018
Investment Commentary –April 3rd, 2018 Year to Date Market Indices as of Market Close April 3rd, 2018 Dow 24,030 (-2.78%) S&P 2,614 (-2.21%) NASDAQ 6,941 (0.55%) Gold $1,335 (1.54%) OIL $63.56 (5.99%) US 10Y Treasury [...]
Affinity “Mark” et Minute – March 28, 2018
Investment Commentary –March 27th, 2018 Year to Date Market Indices as of Market Close March 27th, 2018 Dow 23,857 (-3.49%) S&P 2,612 (-2.28%) NASDAQ 7,008 (1.53%) Gold $1,350 (2.72%) OIL $64.67 (7.84%) US 10Y Treasury [...]
Affinity “Mark” et Minute – March 20, 2018
Investment Commentary –March 20th, 2018 Year to Date Market Indices as of Market Close March 20th, 2018 Dow 24,727 (0.03%) S&P 2,716 (1.62%) NASDAQ 7,364 (6.68%) Gold $1,310 (0.06%) OIL $63.42 (5.52%) US 10Y Treasury [...]
Affinity “Mark” et Minute – March 13, 2018
Investment Commentary –March 13th, 2018 Year to Date Market Indices as of Market Close March 13th, 2018 Dow 25,007 (0.67%) S&P 2,765 (2.04%) NASDAQ 7,511 (6.79%) Gold $1,326 (1.92%) OIL $60.86 (3.96%) US 10Y Treasury [...]
Affinity “Mark” et Minute – March 6, 2018
Investment Commentary –March 6th, 2018 Year to Date Market Indices as of Market Close March 6th, 2018 Dow 24,884 (0.67%) S&P 2,728 (2.04%) NASDAQ 7,372 (6.79%) Gold $1,335 (1.92%) OIL $62.47 (3.96%) US 10Y Treasury [...]