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Inflation Affects Some More Than Others
For Mark Roberts' Use: We often warn our clients that, while they might not notice the effects of inflation from one year to the next, they will certainly notice a decrease in purchasing power over several [...]
Love Can Make You Blind – To Financial Mistakes
For Mark Roberts' Use: You've probably heard that the number one cause of marital discord is money. This truth has been widely recognized for years now – so why are we still making the same [...]
Good News for the Economy: What’s Next?
For Mark Roberts' Use: Evaluating the state of the economy involves many factors, with the unemployment rate being one of the most critical. In 2017 we received the good news that our nation's unemployment rate [...]
Another Way to Handle Rising Healthcare Costs
For Mark Roberts' Use: You’ve certainly heard the news by now: The cost of healthcare in the US continues to rise, outpacing inflation and cost of living increases to pensions and Social Security. In retirement, [...]
How Will Income Taxes Affect Your Retirement Income?
For Mark Roberts' Use: Income tax topics have dominated the news lately, mostly due to the major overhaul Congress just enacted upon our tax structure. So, you might be feeling concerned about how these changes [...]
How Will the New Tax Plan Affect You?
For Mark Roberts' Use: Throughout the busy holiday season, Congress and the new tax plan remained hot topics in the news. Yes, they did finally reach an agreement, and our income tax structure will undergo [...]
Affinity “Mark” et Minute – January 16, 2018
Investment Commentary –January 16th, 2018 Market Indices as of Market Close January 16th, 2018 Dow 25,792 (4.34%) S&P 2,776 (3.85%) NASDAQ 7,223 (4.64%) Global DOW 3,237 (4.92%) Gold $1,338 (2.58%) OIL $63.88 (6.32%) US 10Y [...]
Affinity “Mark” et Minute – January 9, 2018
Investment Commentary –January 9th, 2018 Market Indices as of Market Close January 9th, 2018 Dow 25,385 (2.70%) S&P 2,751 (2.92%) NASDAQ 7,163 (3.77%) Global DOW 3,183 (3.18%) Gold $1,314 (0.74%) OIL $62.94 (4.71%) US 10Y [...]
Affinity “Mark” et Minute – January 2, 2018
Investment Commentary –January 2nd, 2018 Market Indices as of Market Close January 2nd, 2018 (With 2017 Percentage totals) Dow 24,824 (28.11%) S&P 2,695 (21.83%) NASDAQ 7,006 (28.24%) Global DOW 3,113 (23.15%) Gold $1,319 12.05%) OIL [...]
Affinity “Mark” et Minute December 27, 2017
Investment Commentary –December 27th, 2017 Market Indices as of Market Close December 27th, 2017 Dow 24,761 (28.25% YTD) S&P 2,680 (22.11% YTD) NASDAQ 6,936 (28.85% YTD) Global DOW 3,081 (21.90% YTD) Gold $1,289 10.27%) OIL [...]
Affinity “Mark” et Minute – December 19, 2017
Investment Commentary –December 19th, 2017 Market Indices as of Market Close December 19th, 2017 Dow 24,754 (25.26% YTD) S&P 2,681 (19.77% YTD) NASDAQ 6,963 (29.36% YTD) Global DOW 3,067 (21.22% YTD) Gold $1,264 (6.63%) OIL [...]
Affinity “Mark” et Minute – December 12, 2017
Investment Commentary –December 12th, 2017 Market Indices as of Market Close December 12th, 2017 Dow 24,504 (24.00% YTD) S&P 2,664 (19.00% YTD) NASDAQ 6,862 (27.48% YTD) Global DOW 3,033 (19.91% YTD) Gold $1,246 (6.63%) OIL [...]