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4 Surprising Facts About Retirement
For Mark Roberts' Use: You’ve spent years planning and saving for retirement, and you’re almost ready to take the leap. But wait! As you focused on saving faithfully and establishing a secure retirement income, it [...]
Annuity Benefits that You May Not Know
For Mark Roberts' Use: If you talk to your neighbors, former co-workers, or family members who have already retired, you will notice something that perhaps does not surprise you: There is no single retirement solution that [...]
Another Important Part of Financial Planning
For Mark Roberts' Use: Like many people, you probably spend a lot of time thinking about the most beneficial ways to accumulate adequate assets for retirement. But once you have accomplished that goal, you now how [...]
How Easy Would it Be to Scam You?
For Mark Roberts' Use: Those of us who consider ourselves to be rational people, well educated on financial issues, tend to believe that we could never fall for a fraudulent money scam. Maybe it’s because [...]
Watch Out for These Investment Mistakes
For Mark Roberts' Use: If you read our blogs regularly, you know that we’re constantly reminding you that you can’t depend upon Social Security as your entire retirement income. That means you’re responsible for setting [...]
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 [...]
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 [...]