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Advance Planning Can Make Taxes Much Easier
For Mark Roberts' Use: Who thinks about their federal income taxes during the summer? Probably not many people, but that would be a mistake. Planning for taxes throughout the year is one of the best ways [...]
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 [...]
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 [...]
Affinity “Mark” et Minute – June 6, 2017
Investment Commentary –June 6th, 2017 Market Indices as of Market Close June 6th, 2017 Dow 21,136 (6.95% YTD) S&P 2,429 (8.51% YTD) NASDAQ 6,275 (16.57% YTD) Gold $1,296 (9.13%) OIL $48.33 (-14.85%) US 10Y Treasury [...]
Affinity “Mark” et Minute – May 31, 2017
Investment Commentary – May 30th, 2017 Market Indices as of Market Close May 30th, 2017 Dow 21,029 (6.41% YTD) S&P 2,412 (7.78% YTD) NASDAQ 6,203 (15.23% YTD) Gold $1,265 (9.13%) OIL $49.52 (-12.76%) US 10Y [...]
Affinity “Mark” et Minute – May 23, 2017
Investment Commentary – May 23rd, 2017 Market Indices as of Market Close May 23rd, 2017 Dow 20,938 (5.95% YTD) S&P 2,398 (7.09% YTD) NASDAQ 6,138 (14.04% YTD) Gold $1,251 (8.17%) OIL $51.51 (-9.23%) US 10Y [...]
Affinity “Mark” et Minute – May 16, 2017
Investment Commentary – May 16th, 2017 Market Indices as of Market Close May 16th, 2017 Dow 20,979 (6.14% YTD) S&P 2,400 (7.069% YTD) NASDAQ 6,169 (13.70% YTD) Gold $1,236 (6.84%) Oil $48.61 (-13.93%) US 10Y [...]
Affinity “Mark” et Minute – May 9, 2017
Investment Commentary – May 9th, 2017 Market Indices as of Market Close May 5th, 2017 Dow 20,975 (6.14% YTD) S&P 2,396 (7.06% YTD) NASDAQ 6,120 (13.70% YTD) Gold $1,220 (5.47%) OIL $45.84 (-18.82%) US 10Y [...]