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A “Compounding” Strategy to Save More for Retirement
For Mark Roberts' Use: When you were first hired on at your company, you were probably asked by human resources to fill out a number of forms. One of these forms pertained to your retirement plan [...]
Factoring Social Security Into Your Retirement
For Mark Roberts' Use: Most of us understand that Social Security will comprise an important part of our retirement plan. On the other hand, we also know that we can’t count on Social Security payments [...]
This Creative Strategy Can Prepare You for Retirement
For Mark Roberts' Use: What’s your retirement dream? The answer will vary from one person to the next, but most people agree that retiring debt-free would be ideal. In particular, we often hear pre-retirees say that [...]
Don’t Carry This Debt Into Retirement
For Mark Roberts' Use: As you enter the home stretch in your career, you’re probably running in “high gear” as far as retirement planning goes. You’ve almost reached your goal! Suddenly, an enormous roadblock looms ahead: [...]
Avoid Early Withdrawals From Your Retirement Plan
For Mark Roberts' Use: You probably understand how important your retirement savings are. After all, you can’t count upon Social Security to provide for all of your needs in retirement, so the burden of preparing [...]
Annuities Enjoy a Resurgence in Popularity
Retirement planning can be a complicated matter, partly because there are so many different options available to you. This is actually a good thing, because it means we can tailor a retirement income plan to [...]
Affinity “Mark” et Minute – September 6, 2017
Investment Commentary –September 5th, 2017 Market Indices as of Market Close September 5th, 2017 Dow 21,753 (13.21% YTD) S&P 2,457 (12.16% YTD) NASDAQ 6,301 (19.55% YTD) Global Dow 2,835 (12.15%) Gold $1,344 (15.37%) OIL $48.62 [...]
Affinity “Mark” et Minute – August 29, 2017
Investment Commentary –August 29th, 2017 Market Indices as of Market Close August 29th, 2017 Dow 21,865 (10.64% YTD) S&P 2,446 (9.27% YTD) NASDAQ 6,301 (17.07% YTD) Global Dow 2,830 (11.96%) Gold $1,314 (12.77%) OIL $46.32 [...]
Affinity “Mark” et Minute – August 23, 2017
Investment Commentary –August 22nd, 2017 Market Indices as of Market Close August 22nd, 2017 Dow 21,899 (10.81% YTD) S&P 2,452 (9.60% YTD) NASDAQ 6,297 (16,99% YTD) Gold $1,290 (10.70%) OIL $47.65 (-16.39%) US 10Y Treasury [...]
Affinity “Mark” et Minute – August 16, 2017
Investment Commentary –August 16th, 2017 Market Indices as of Market Close August 16th, 2017 Dow 22,025 (11.32% YTD) S&P 2,464 (10.08% YTD) NASDAQ 6,333 (17.65% YTD) Gold $1,278 (9.61%) OIL $49.12 (-9.63%) US 10Y Treasury [...]
Affinity “Mark” et Minute – August 9, 2017
Investment Commentary –August 8th, 2017 Market Indices as of Market Close August 8th, 2017 Dow 22,085 (11.75% YTD) S&P 2,474 (10.46% YTD) NASDAQ 6,370 (18.34% YTD) Global Dow 2,875 (13.72%) Gold $1,265 (8.62%) OIL $49.12 [...]
Affinity “Mark” et Minute – August 2, 2017
Investment Commentary – August 1st, 2017 Market Indices as of Market Close August 1st, 2017 Dow 21,963 (11.13% YTD) S&P 2,4765 (10.55% YTD) NASDAQ 6,362 (18.20% YTD) Gold $1,275 (9.41%) OIL $49.24 (-13.60%) US 10Y [...]