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With Interest Rates Rising, How Will You Be Affected?
For Mark Roberts' Use: In December, the Fed finally moved ahead with the interest rate hike that had been promised all year. Overall, this is a good sign, as interest rates have remained low for [...]
Are You Investing, or Speculating?
For Mark Roberts' Use: As an investor, one of your main goals is, of course, building a nest egg for your future. This will involve not only making difficult decisions at times, but also learning a [...]
Another Way to Prepare for Retirement
For Mark Roberts' Use: Did you max out your retirement plan contributions this year? If so, good for you! You're earning a valuable tax deduction while also preparing for the future, but you don't have to [...]
How Will the Cost of Living Affect You?
For Mark Roberts' Use: We have happily seen signs of a growing economy this year, but even with the inflation rate remaining quite low, many Americans have expressed concerns that their incomes are falling behind the [...]
Financial Planning Steps to Take Right Now
For Mark Roberts' Use: Like most people, you're probably quite busy at this time of year. We hope you're enjoying a wonderful holiday season! But since many financial planning actions must be taken before the end [...]
Follow These Tax Guidelines When Making Charitable Donations
For Mark Roberts' Use: It's that time of year once again! We're all quite busy with shopping, planning parties, and maybe even traveling, but you should also be taking a few moments to wrap up [...]
Affinity “Mark” et Minute – May 3, 2017
Investment Commentary –May 2nd, 2017 Market Indices as of Market Close May 2nd, 2017 Dow 20,949 (6.01% YTD) S&P 2,391 (6.80% YTD) NASDAQ 6,095 (13.23% YTD) Gold $1,265 (8.69%) OIL $47.59 (-15.76%) US 10Y Treasury [...]
Affinity “Mark” et Minute – April 27, 2017
Investment Commentary – April 25th, 2017 Market Indices as of Market Close April 25th, 2017 Dow 20,996 (6.24% YTD) S&P 2,388 (6.69% YTD) NASDAQ 6,025 (11.93% YTD) Gold $1,265 (9.33%) OIL $49.70 (-12.04%) US 10Y [...]
Affinity “Mark” et Minute – April 19, 2017
Investment Commentary – April 18, 2017 Market Indices as of Market Close April 18, 2017 • Dow 20,636 (5.12% YTD) • S&P 2,349 (5.54% YTD) • NASDAQ 5,856 (8.80% YTD) • Gold $1,284 (11.62%) • [...]
Affinity “Mark” et Minute – April 12, 2017
Investment Commentary –April 11th, 2017 Market Indices as of Market Close March 11th, 2017 Dow 20,651 (5.22% YTD) S&P 2,353 (5.89% YTD) NASDAQ 5,866 (9.25% YTD) Gold $1,275 (10.24%) OIL $53.38 US 10Y Treasury 2.29 [...]
Affinity “Mark” et Minute – April 5, 2017
Investment Commentary –April 4th, 2017 Market Indices as of Market Close April 4th, 2017 Dow 20,689 (4.75% YTD) S&P 2,360 (5.37% YTD) NASDAQ 5,898 (9.14% YTD) Gold $1,258 (7.82%) OIL ($51.17) US 10Y Treasury 2.36 [...]
Affinity “Mark” et Minute – March 29, 2017
Investment Commentary –March 28th, 2017 Market Indices as of Market Close March 28th, 2017 Dow 20,701 (4.75% YTD) S&P 2,359 (5.37% YTD) NASDAQ 5,875 (9.14% YTD) Gold $1,244 (7.82%) OIL $48.34 US 10Y Treasury 2.421 [...]