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Establish a Secure Stream of Income in Retirement
For Mark Roberts' Use: Retirement is a major life change, and it's no wonder that you worry about it. Possibly the most common fear is the possibility of outliving your money. Could you actually run out [...]
Top 6 Tax Return Mistakes to Avoid
For Mark Roberts' Use: Each spring, we all sit down with a calculator and piles of documents, and we file our tax returns. Despite efforts at simplifying the process, many of us still make mistakes. [...]
Changes to Social Security Impact Divorced Couples
For Mark Roberts' Use: As you might already know, the Bipartisan Budget Act of 2015 triggered significant changes to the Social Security system. In particular, Congress decided to close the “file and suspend” loophole, which helped [...]
The Most Common Retirement Question
For Mark Roberts' Use: We hear a lot of questions in the financial planning industry, but one seems to be the most important in the minds of our clients: When can I retire? You're no doubt [...]
Is Cheap Oil Actually Hurting Us?
For Mark Roberts' Use: In the past eight months, we've watched oil prices take a tumble, from highs above 100 dollars per barrel down to about 33 dollars in February. While drivers might be happy [...]
10 Ways to Reduce the Chance of an Income Tax Audit
For Mark Roberts' Use: As tax season gets underway, you're probably looking for every deduction and credit that could possibly help you lower your tax liability. But be careful when you file your return, or [...]
Affinity “Mark” et Minute – April 21, 2016
Investment Commentary – April 20th, 2016 Market Indices as of Market Close April 20th, 2016 Dow 18,096 (3.85% YTD) S&P 2,102 (2.86% YTD) NASDAQ 4,948 (-1.18% YTD) Global Dow 2,405 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – April 14, 2016
Investment Commentary – April 13th, 2016 Market Indices as of Market Close April 13th, 2016 Dow 17,908 (2.77% YTD) S&P 2,082 (1.88% YTD) NASDAQ 4,947 (-1.20% YTD) Global Dow 2,357 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – April 7, 2016
Investment Commentary – April 6th, 2016 Market Indices as of Market Close April 6th, 2016 Dow 17,716 (1.67% YTD) S&P 2,066 (0.58% YTD) NASDAQ 4,920 (-1.73% YTD) Global Dow 2,282 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – March 31, 2016
Market Indices as of Market Close March 30th, 2016 Dow 17,716 (1.67% YTD) S&P 2,063 (0.98% YTD) NASDAQ 4,869 (-2.76% YTD) Global Dow 2,323 (2,033 52 week low /2,644 high) 10-year Treasury 1.82 (1.53 52 [...]
Affinity “Mark” et Minute – March 24, 2016
Investment Commentary – March 24th, 2016 Market Indices as of Market Close March 24th, 2016 Dow 17,502 (0.45% YTD) S&P 2,036 (-0.35% YTD) NASDAQ 4,768 (-4.76% YTD) Global Dow 2,274 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – March 17, 2016
Market Indices as of Market Close March 16th, 2016 Dow 17,326 (-0.57% YTD) S&P 2,027 (-0.82% YTD) NASDAQ 4,763 (-4.86% YTD) Global Dow 2,288 (2,033 52 week low /2,644 high) 10-year Treasury 1.97 (1.53 52 [...]