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4 Things You Need to Know About Qualified Charitable Distributions
For Mark Roberts Use: Most people enjoy giving to charity, and they also appreciate the possibility of a tax deduction. For years, rules allowing for a qualified charitable distribution (straight from your IRA to the [...]
How Will Your Estate Be Taxed?
For Mark Roberts' Use: As the old saying goes, nothing is certain except death and taxes. And while no one loves discussing either of those topics, they both require some advance planning. In particular, once [...]
How Will Inflation Affect Your Retirement Plans?
For Mark Roberts' Use: As you plan for retirement, it's normal and expected to focus on a particular savings goal. Or, perhaps you've already met that goal, and you just want to finish paying down [...]
Social Security Cost of Living Adjustment is Unlikely for 2017
For Mark Roberts' Use: Each fall, Social Security releases an expected cost of living adjustment (COLA), which takes effect on January 1 of the following year. And each fall, seniors who live on a fixed [...]
Is Your Retirement Matching Up to Your Dreams?
After years of dreaming and planning for retirement, you’ve finally crossed the finish line. In the first few months after you retire, you might experience a period of readjustment. You’re learning to live in an [...]
Don’t Make These Life Insurance Mistakes
For Mark Roberts' Use: Even though it’s a common purchase, life insurance is one of the most important financial decisions you will ever make. Just as you wouldn’t purchase a home or invest money without conducting [...]
Affinity “Mark” et Minute – August 25, 2016
Investment Commentary –August 24th, 2016 Market Indices as of Market Close August 24th, 2016 Dow 18,481 (6.06% YTD) S&P 2,175 (6.45% YTD) NASDAQ 5,219 (4.20% YTD) Global DOW 2,457 (2,033 week low/high 2,468) 10-year Treasury [...]
Affinity “Mark” et Minute – August 18, 2016
Investment Commentary –August 17th, 2016 Market Indices as of Market Close August 17th, 2016 Dow 18,573 (6.59% YTD) S&P 2,182 (6.77% YTD) NASDAQ 5,228 (4.42% YTD) Global DOW 2,449 (2,033 week low/high 2,439) 10-year Treasury [...]
Affinity “Mark” et Minute – August 11, 2016
Investment Commentary –August 10th, 2016 Market Indices as of Market Close August 10th, 2016 Dow 18,495 (6.14% YTD) S&P 2,175 (6.44% YTD) NASDAQ 5,204 (3.94% YTD) Global DOW 2,436 (2,033 week low/high 2,439) 10-year Treasury [...]
Affinity “Mark” et Minute – August 4, 2016
Investment Commentary –August 3rd, 2016 Market Indices as of Market Close August 3rd, 2016 Dow 18,355 (6.01% YTD) S&P 2,163 (6.00% YTD) NASDAQ 5,159 (2.64% YTD) Global DOW 2,384 (2,033 week low/high 2,547) 10-year Treasury [...]
Affinity “Mark” et Minute – July 28, 2016
Investment Commentary – July 27th, 2016 Market Indices as of Market Close July 27th, 2016 Dow 18,472 (6.01% YTD) S&P 2,166 (6.00% YTD) NASDAQ 5,139 (2.64% YTD) Global DOW 2,400 (2,033 week low/high 2,549) 10-year [...]
Affinity “Mark” et Minute – July 21, 2016
Investment Commentary – July 20th, 2016 Market Indices as of Market Close July 20, 2016 Dow 18,595 (6.71% YTD) S&P 2,173 (6.32% YTD) NASDAQ 5,089 (1.65% YTD) 10-year Treasury 1.58 (1.32 52 week low /2.38 [...]