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Watch Out for These 4 Common Retirement Myths
For Mark Roberts' Use: A recent survey by GoBankingRates uncovered an alarming truth: More than half of all Americans will enter retirement without adequate income-generating savings. Hopefully, you will fall into the other half, and [...]
Is It Time to Re-evaluate Your Financial Strategy?
For Mark Roberts' Use: We often tell our clients that retirement is a marathon, not a sprint. So yes, it is important to establish a retirement savings goal, and work steadily toward meeting it over [...]
Annuities Can Offer Guaranteed Income for Retirement
For Mark Roberts' Use: What is your primary concern for your retirement years? If you’re like most people, you answered, “ I want to make sure my income lasts” or “I worry that I will outlive [...]
Assessing Your Risk Tolerance
Peter Lynch once said, “In the long run, it’s not just how much money you make that will determine your future prosperity. It’s how much of that money you put to work by saving it [...]
Another Way to Prepare for Retirement
For Mark Roberts' Use: Turn on the evening news on any given day, and you’re likely to see at least one story on healthcare. The cost of healthcare is rising, representatives can’t agree on a [...]
Are You Taking Full Advantage of Market Conditions?
For Mark Roberts' Use: Have you heard the good news? Our economy is doing quite well at the moment, as we enjoy the third-longest stretch of market expansions in US history. In fact, we’re only two [...]
Affinity “Mark” et Minute – December 6, 2017
Investment Commentary –December 5th, 2017 Market Indices as of Market Close December 5th, 2017 Dow 24,180 (22.36% YTD) S&P 2,629 (17.45% YTD) NASDAQ 6,762 (5.62% YTD) Global DOW 3,007 (18.67% YTD) Gold $1,268 (8.50%) OIL [...]
Affinity “Mark” et Minute – November 29, 2017
Investment Commentary –November 28th, 2017 Market Indices as of Market Close November 28th, 2017 Dow 23,836 (20.62% YTD) S&P 2,627 (17.34% YTD) NASDAQ 6,912 (28.41% YTD) Global DOW 3,000 (18.67% YTD) Gold $1,297 (11.00%) OIL [...]
Affinity “Mark” et Minute – November 20, 2017
Investment Commentary –November 20th, 2017 Market Indices as of Market Close November 20th, 2017 Dow 23,430 (18.56% YTD) S&P 2,582 (15.33% YTD) NASDAQ 6,790 (26.15% YTD) Global DOW 2,951 (16.75% YTD) Gold $1,277 (9.57%) OIL [...]
Affinity “Mark” et Minute – November 15, 2017
Investment Commentary –November 14th, 2017 Market Indices as of Market Close November 14th, 2017 Dow 23,409 (18.45% YTD) S&P 2,578 (15.19% YTD) NASDAQ 6,737 (25.17% YTD) Global DOW 2,963 (17.98% YTD) Gold $1,280 (9.85%) OIL [...]
Affinity “Mark” et Minute – November 7, 2017
Investment Commentary –November 7th, 2017 Market Indices as of Market Close November 7th, 2017 Dow 23,557 (19.20% YTD) S&P 2,589 (15.68% YTD) NASDAQ 6,767 (25.72% YTD) Global DOW 2,959 (17.98% YTD) Gold $1,276 (9.51%) OIL [...]
Affinity “Mark” et Minute – October 25, 2017
Investment Commentary –October 24th, 2017 Market Indices as of Market Close October 24th, 2017 Dow 23,441 (18.62% YTD) S&P 2,569 (14.75% YTD) NASDAQ 6,598 (22.58% YTD) Global DOW 2,965 (17.30% YTD) Gold $1,278 (9.63%) OIL [...]