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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 [...]
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 [...]
Affinity “Mark” et Minute – July 27, 2017
Investment Commentary –July 26th, 2017 Market Indices as of Market Close July, 26th, 2017 Dow 21,630 (9.37% YTD) S&P 2,478 (10.64% YTD) NASDAQ 5,947 (19.12% YTD) Gold $1,253 (7.04%) OIL $48.38 (-18.37%) US 10Y Treasury [...]
Affinity “Mark” et Minute – July 18, 2017
Investment Commentary –July 18th, 2017 Market Indices as of Market Close July, 18th, 2017 Dow 21,576 (9.17% YTD) S&P 2,460 (9.91% YTD) NASDAQ 6,344 (17.86% YTD) Gold $1,241 (7.04%) OIL $46.44 (-18.37%) US 10Y Treasury [...]
Affinity “Mark” et Minute – July 12, 2017
Investment Commentary –July 11th, 2017 Market Indices as of Market Close July, 11th, 2017 Dow 21,409 (8.33% YTD) S&P 2,425 (8.35% YTD) NASDAQ 6,193 (15.05% YTD) Gold $1,215 (4.81%) OIL $45.06 (-17.36%) US 10Y Treasury [...]
Affinity “Mark” et Minute – July 5, 2017
Investment Commentary –July 3rd, 2017 Market Indices as of Market Close July, 3rd, 2017 Dow 21,479 (8.69% YTD) S&P 2,429 (8.49% YTD) NASDAQ 6,110 (13.50% YTD) Gold $1,221 (5.32%) OIL $47.02 (-17.36%) US 10Y Treasury [...]
Affinity “Mark” et Minute – June 28, 2017
Investment Commentary –June 27th, 2017 Market Indices as of Market Close June 27th, 2017 Dow 21,310 (7.83% YTD) S&P 2,419 (8.06% YTD) NASDAQ 6,146 (14.18% YTD) Gold $1,247 (7.54%) OIL $43.72 (-23.16%) US 10Y Treasury [...]
Affinity “Mark” et Minute – June 21, 2017
Investment Commentary –June 20th, 2017 Market Indices as of Market Close June 20th, 2017 Dow 21,467 (8.63% YTD) S&P 2,437 (8.85% YTD) NASDAQ 6,188 (14.95% YTD) Gold $1,244 (7.25%) OIL $43.34 (-23.64%) US 10Y Treasury [...]