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Do You Still Need That Old Life Insurance Policy?
For Mark Roberts' Use: Once upon a time, you probably purchased a life insurance policy to protect your family from financial disaster. In the event that something happened to you, you didn’t want to leave a [...]
Retiring Early? Consider This First
For Mark Roberts' Use: We all have our own target retirement age, but for most of us it’s around age 65 or a bit later. Even so, sometimes things don’t quite work out the way [...]
How Will Inflation Affect Your Retirement?
For Mark Roberts' Use: When we talk about retirement planning, we tend to hone in on a specific savings goal. Most people decide that they want to retire at a certain age, and they need to [...]
How Some Americans Achieve the Million-Dollar Dream
For Mark Roberts' Use: For most of us, hearing the words “the American Dream” conjures up images of home ownership, white picket fences, two and a half kids, and a fuzzy Golden Retriever. Additionally, you [...]
What to Do About That “Old” Retirement Account
For Mark Roberts' Use: These days, it’s rare for a worker to stay with the same company for thirty or forty years before finally retiring. Most of us change jobs at least once or twice, and [...]
Avoid This Common Retirement Mistake
For Mark Roberts' Use: Life sure has a sense of humor sometimes! Just as you hit the peak of your career and you’re finally getting caught up on retirement savings, the kids are ready to leave [...]
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 [...]
Affinity “Mark” et Minute – June 14, 2017
Investment Commentary –June 13th, 2017 Market Indices as of Market Close June 13th, 2017 Dow 21,328 (6.95% YTD) S&P 2,440 (8.51% YTD) NASDAQ 6,220 (16.57% YTD) Gold $1,269 (9.13%) OIL $46.50 (-14.85%) US 10Y Treasury [...]