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Top Four Income Tax Mistakes You Should Avoid
For Mark Roberts' Use: Have you filed your income taxes yet? Many of you wait until the last minute (April 17) to do so. And that’s understandable, because no one enjoys doing their taxes! But if [...]
5 Ways to Guard Against Social Security Fraud
For Mark Roberts' Use: It’s an unfortunate fact of life that con artists frequently target retirees for their nefarious activities. As someone who is soon to collect your Social Security benefits in the near future, [...]
5 Things to Understand About Income Taxes in Retirement
For Mark Roberts' Use: Retirement brings many changes to your lifestyle, daily schedule, finances, and more. And that’s certainly true for your tax situation! As you transition into your new life, watch out for these [...]
What’s Your Retirement Number?
For Mark Roberts' Use: When you think about retirement planning, it’s normal to focus on saving a specific amount of money. Most of us need at least an approximate savings goal, so that we can deduce [...]
Should Retirees Avoid the Stock Market?
For Mark Roberts' Use: Last month, we all received a painful reminder that the stock market doesn’t always behave the way we hope it will. If you’re feeling a bit shaken up, that’s normal. But [...]
Will You Face a Surprise Retirement?
For Mark Roberts' Use: Most of us love surprises – the good kind, anyway! And you might think on the surface that a “surprise” retirement sounds like a great thing. It could be, if you win [...]
Affinity “Mark” et Minute – February 27, 2018
Investment Commentary –February 27th, 2018 Year to Date Market Indices as of Market Close February 27th, 2018 Dow 25,410 (2.79%) S&P 2,744 (2.64%) NASDAQ 7,330 (6.18%) Gold $1,319 (0.72%) OIL $62.76 (4.43%) US 10Y Treasury [...]
Affinity “Mark” et Minute – February 20, 2018
Investment Commentary –February 20th, 2018 Year to Date Market Indices as of Market Close February 20th, 2018 Dow 24,964 (-0.99%) S&P 2,716 (-1.60%) NASDAQ 7,234 (4.79%) Gold $1,332 1.76%) OIL $61.77 (2.71%) US 10Y Treasury [...]
Affinity “Mark” et Minute – February 13, 2018
Investment Commentary –February 13th, 2018 Year to Date Market Indices as of Market Close February 13th, 2018 Dow 24,640 (-0.24%) S&P 2,663 (-0.47%) NASDAQ 7,014 (1.14%) Gold $1,332 1.69%) OIL $63.92 (6.75%) US 10Y Treasury [...]
Affinity “Mark” et Minute – February 7, 2018
Investment Commentary –February 6th, 2018 Year to Date Market Indices as of Market Close February 6th, 2018 Dow 24912 (0.78%) S&P 2,695 (0.81%) NASDAQ 7,115 (3.08%) Gold $1,326 (2.39%) OIL $63.92 (6.75%) US 10Y Treasury [...]
Affinity “Mark” et Minute – January 30, 2018
Investment Commentary –January 30th, 2018 Market Indices as of Market Close January 30th, 2018 Dow 26,076 (5.49%) S&P 2,822 (5.57%) NASDAQ 7,402 (7.23%) Gold $1,341 (2.39%) OIL $64.21 (6.75%) US 10Y Treasury 2.71 (30.92%) Barclay [...]
Affinity “Mark” et Minute – January 23, 2018
Investment Commentary –January 23rd, 2018 Market Indices as of Market Close January 23rd, 2018Dow 26,210 (6.13%) S&P 2,839 (6.28%) NASDAQ 7,460 (8.08%) Gold $1,356 (3.59%) OIL $64.74 (7.65%) US 10Y Treasury 2.65 (23.96%) Barclay Bond [...]