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Estate Planning During an Emergency
During times of emergency or pressing health concerns, many will find themselves in a rush to consider estate planning decisions. We want to stress that ideally, you will have taken the time to carefully consider [...]
Reevaluating the Cost of Healthcare in Retirement
As you look toward your target retirement date, you will continue to evaluate your expected budget and then compare those figures to your estimated retirement income. Lately we’ve all confronted a new reality with the [...]
The Deadline for Filing Your 2019 Federal Income Taxes Has Been Extended
While the nation grapples with the coronavirus outbreak, lawmakers are convening to determine solutions that will help us all through this time. One decision will help taxpayers breathe a sigh of relief: The deadline for [...]
4 Smart Money Moves to Consider Right Now
With the coronavirus outbreak looming and trade with China volatile, you might be feeling a bit of tension right now. But like most storms, this one will pass as well. In the meantime, it is [...]
4 Potential Problems with Your 401(k)
When it comes to retirement planning, a 401(k) provides an excellent opportunity to prepare for the future while also enjoying certain tax perks now. However, like any investment product, a 401(k) should be used wisely [...]
Consider This Social Security Strategy When Planning for Retirement
For Mark Roberts' Use: Retirement planning can be a complicated topic, and accurately predicting the future is not always possible. But when it comes to Social Security, it pays (literally) to weigh your options, time [...]
Affinity “Mark” et Minute – April 14, 2021
Investment Commentary – April 14, 2021 Year to Date Market Indices as of April 14, 2021 • Dow 33,677 (10.03%) • S&P 4,141 (10.26%) • NASDAQ 13,996 (8.60%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – April 7, 2021
Investment Commentary –April 7th, 2021 Year to Date Market Indices as of April 7th 2021 • Dow 32,627 (9.23%) • S&P 3,913 (8.46%) • NASDAQ 13,215 (6.29%) • Gold $1,709 (-10.12%) • OIL $61.65 (27.26%) [...]
Affinity “Mark” et Minute – March 31, 2021
Investment Commentary – March 31, 2021 Year to Date Market Indices as of March 31, 2021 • Dow 33,171 (8.38%) • S&P 3,971 (5.72%) • NASDAQ 13,059 (1.33%) • Gold $1,709 (-10.12%) • OIL $61.65 [...]
Affinity “Mark” et Minute – March 24, 2021
Investment Commentary – March 24, 2021 Year to Date Market Indices as of March 24, 2021 • Dow 32,627 (5.94%) • S&P 3,913 (4.11%) • NASDAQ 13,215 (2.63%) • Gold $1,731 (-9.02%) • OIL $59.27 [...]
Affinity “Mark” et Minute – March 16, 2021
Investment Commentary – March 16, 2021 Year to Date Market Indices as of March 16, 2021 • Dow 32,825 (7.25%) • S&P 3,962 (5.50%) • NASDAQ 13,471 (4.53%) • Gold $1,730 (-9.02%) • OIL $34.12 [...]
Affinity “Mark” et Minute – February 23, 2021
Investment Commentary – February 23, 2021 Year to Date Market Indices as of February 23, 2021 • Dow 31,537 (3.4%) • S&P 3,881 (3.34%) • NASDAQ 13,465 (4.48%) • Gold $1,804 (-5.08%) • OIL $61.90 [...]
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