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Can You Answer These Four Questions?
For Mark Roberts' Use: In the last few years before retirement, your focus might shift toward planning vacations, dreaming of new hobbies, or simply longing to be free of your alarm clock. Of course, we [...]
Advance Planning Can Make Taxes Much Easier
For Mark Roberts' Use: Who thinks about their federal income taxes during the summer? Probably not many people, but that would be a mistake. Planning for taxes throughout the year is one of the best ways [...]
Watch Out for These Fraudulent Money Scams
For Mark Roberts' Use: Have you been solicited by a con artist lately? And would you recognize a fraudulent money scam, if it happened to you? According to a recent report by FINRA Investor Education Foundation, [...]
Get a Head Start on Tax Deductions
For Mark Roberts' Use: Now that April has ended, most of us have finished filing our income taxes for 2016. Or, at the very least, you filed an extension and bought yourself some breathing room until [...]
Is That Old Life Insurance Policy Working for You?
For Mark Roberts' Use: We think of life insurance as a relatively modern innovation, but some form of it has been around since the days of ancient Rome! The original purpose was to protect a worker’s [...]
How Could Trump’s Estate Tax Repeal Affect You?
For Mark Roberts' Use: A hotly-contested election is one thing; once a new president begins to roll out their proposed budgetary changes, we have a whole new set of ideas to debate. One of President [...]
Affinity “Mark” et Minute – October 18, 2017
Investment Commentary – October 17th, 2017 Market Indices as of Market Close October 17th, 2017 Dow 22,997 (16.37% YTD) S&P 2,559 (14.32% YTD) NASDAQ 6,623 (23.05% YTD) Global DOW 2,955 (16.91% YTD) Gold $1,287 (10.44%) [...]
Affinity “Mark” et Minute – October 10, 2017
Investment Commentary – October 10th, 2017 Market Indices as of Market Close October 10th, 2017 Dow 22,830 (17.71% YTD) S&P 2,550 (15.73% YTD) NASDAQ 6,587 (22.37% YTD) Gold $1,293 (10.87%) OIL $51.03 (-10.52%) US 10Y [...]
Affinity “Mark” et Minute – October 4, 2017
Investment Commentary –October 4th, 2017 Market Indices as of Market Close October 4th, 2017 Dow 22,641 (16.67% YTD) S&P 2,534 (11.57% YTD) NASDAQ 6,531 (21.34% YTD) Global Dow 2,891 (14.34%) Gold $1,280 (9.83%) OIL $50.28 [...]
Affinity “Mark” et Minute – September 26, 2017
Investment Commentary –September 26th, 2017 Market Indices as of Market Close September 26th, 2017 Dow 22,284 (12.76% YTD) S&P 2,497 (11.57% YTD) NASDAQ 6,380 (18.52% YTD) Global Dow 2,891 (14.34%) Gold $1,299.10 (11.91%) OIL $51.92 [...]
Affinity “Mark” et Minute – September 21, 2017
Investment Commentary –September 20th, 2017 Market Indices as of Market Close September 20th, 2017 Dow 22,412 (13.41% YTD) S&P 2,508 (12.03% YTD) NASDAQ 6,456 (19.93% YTD) Global Dow 2,905 (14.34%) Gold $1,304 (11.91%) OIL $50.29 [...]
Affinity “Mark” et Minute – September 14, 2017
Investment Commentary –September 12th, 2017 Market Indices as of Market Close September 12th, 2017 Dow 22,118 (11.92% YTD) S&P 2,496 (11.51% YTD) NASDAQ 6,454 (19.90% YTD) Global Dow 2,890 (14.34%) Gold $1,335 (14.57%) OIL $48.28 [...]