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4 Reasons to Consult a Financial Advisor
For Mark Roberts' Use: When you purchased your car, you probably researched gas mileage, safety ratings, and special features. You compared one vehicle to another, and chose the best value for your money. Then, you [...]
Four Ways to Protect Your Retirement Plan
For Mark Roberts' Use: During your working years, much of your focus probably revolved around meeting a retirement savings goal. Once you retire, though, your focus will shift to strategies that will help that money [...]
Four Steps to Take on Your Retirement Countdown
For Mark Roberts' Use: Ideally, we set retirement goals and then spend the next thirty or so years working to meet those goals. In reality, though, we often neglect to save for retirement early in [...]
What You Need to Know about Long Term Care Insurance
Given that the cost of long-term care can quickly deplete your life’s savings, you should seriously consider adding long-term care insurance to your financial plan. Plus, there’s about a 70% chance you’ll need some type [...]
One Thing to Do Before You Retire
For Mark Roberts' Use: As you plan and prepare for retirement, you’re probably thinking a lot about your future budget. After you retire, you will be living off of the retirement income you’ve established for yourself, [...]
Evaluating Annuity Living Benefits
For Mark Roberts' Use: For many people, an annuity is a good choice for generating retirement income. But because there are so many different types of annuities out there, it’s tough to know whether you’re choosing [...]
Affinity “Mark” et Minute – November 17, 2016
Investment Commentary –November 17th, 2016 Market Indices as of Market Close November 17thh, 2016 Dow 18,868 (8.28% YTD) S&P 2,176 (6.51% YTD) NASDAQ 5,294 (5.73% YTD) Global DOW 2,436 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – November 10, 2016
Investment Commentary –November 9th, 2016 Market Indices as of Market Close November 9th, 2016 Dow 18,589 (6.68% YTD) S&P 2,163 (5.84% YTD) NASDAQ 5,251 (4.87% YTD) Global DOW 2,411 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – November 3, 2016
Investment Commentary –November 1st, 2016 Market Indices as of Market Close November 1st, 2016 Dow 17,959 (4.46% YTD) S&P 2,097 (4.91% YTD) NASDAQ 5,105 (4.77% YTD) Global DOW 2,411 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – October 27, 2016
Investment Commentary –October 26th, 2016 Market Indices as of Market Close October 26th, 2016 Dow 18,202 (4.46% YTD) S&P 2,144 (4.91% YTD) NASDAQ 5,246 (4.77% YTD) Global DOW 2,452 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – October 20, 2016
Investment Commentary –October 19th, 2016 Market Indices as of Market Close October 19th, 2016 Dow 18,202 (4.46% YTD) S&P 2,144 (4.91% YTD) NASDAQ 5,246 (4.77% YTD) Global DOW 2,452 (2,033 week low/high 2,489) 10-year Treasury [...]
Affinity “Mark” et Minute – October 13, 2016
Investment Commentary –October 12th, 2016 Market Indices as of Market Close September 12th, 2016 Dow 18,144 (4.93% YTD) S&P 2,139 (5.66% YTD) NASDAQ 5,239 (6.16% YTD) Global DOW 2,432 (2,033 week low/high 2,489) 10-year Treasury [...]