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Avoid These Retirement Planning Obstacles
For Mark Roberts' Use: When planning for retirement, most people tend to focus on establishing a source of income, and hopefully making that income last for the rest of their lives. That’s an understandable focal point [...]
Save More for Retirement in 2018
For Mark Roberts' Use: As you continue to plan for retirement, you are sure to hear one consistent piece of advice, over and over: Save all you can for retirement! That is common advice, and [...]
Social Security Beneficiaries Receive a Raise in 2018
For Mark Roberts' Use: Whether you are currently retired or still in the planning phase, you’ve already figured out a few things: You need to establish a stable stream of income, Social Security will comprise [...]
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 [...]
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 [...]