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Evaluating Your Retirement Savings Plan
For Mark Roberts' Use: At around age 40, most of us begin to think about retirement planning. As you look toward the future, one of your primary concerns is probably your savings plan. Are you saving [...]
What’s Wrong with Retiring at 62?
For Mark Roberts' use: Because 62 is the first age at which we can claim our Social Security benefits, many people plan to retire early. They do this even though their Social Security benefits will be [...]
Consider These Smart Moves in 2016
For Mark Roberts' Use: Now that January has come and gone, how are you doing with your New Year's resolutions? Did you resolve to increase your savings this year, or get your financial documents in order? [...]
Your Retirement Plans by the Decade
For Mark Roberts' Use: Our priorities will change over the course of our lives; that's just the way it is. When it comes to retirement planning, though, it's important to think about long-term goals and [...]
Think Twice Before Cashing Out Your Retirement Plan
For Mark Roberts' Use: With the New Year often come new career goals. You might be feeling tired of your current job path, annoyed by a commute, ready to increase your income, or eager to find [...]
A Few Benefits of an Annuity
For Mark Roberts' Use: Planning for retirement involves a web of complex decisions, and there is no single path that provides the answer for everyone. The decisions you ultimately make will depend upon many individual factors, [...]
Affinity “Mark” et Minute – March 10, 2016
Investment Commentary – March 9th, 2016 Market Indices as of Market Close March 9th, 2016 Dow 16,899 (-3.02% YTD) S&P 1,986 (-2.81% YTD) NASDAQ 4,703 (-6.07% YTD) Global Dow 2,033 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – March 3, 2016
Investment Commentary – March 3rd, 2016 Market Indices as of Market Close March 3rd, 2016 Dow 16,899 (-3.02% YTD) S&P 1,986 (-2.81% YTD) NASDAQ 4,703 (-6.07% YTD) Global Dow 2,033 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – February 25, 2016
Investment Commentary – February 24th, 2016 Market Indices as of Market Close February 24th, 2016 Dow 16,485 (-5.39% YTD) S&P 1,930 (-5.58% YTD) NASDAQ 4,543 (-9.28% YTD) Global Dow 2,139 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – February 18, 2016
Investment Commentary – February 17th, 2016 Market Indices as of Market Close February 17th, 2016 Dow 16,454 (-5.57% YTD) S&P 1,927 (-5.73% YTD) NASDAQ 4,534 (-9.45% YTD) Global Dow 2,159 (2,033 52 week low /2,644 [...]
Affinity “Mark” et Minute – February 11, 2016
Investment Commentary – February 10th, 2016 Market Indices as of Market Close February 10th, 2016 Dow 15,914 (-8.67% YTD) S&P 1,851 (-9.40% YTD) NASDAQ 4,283 (-14.45% YTD) Global Dow 2,086 (2,075 52 week low /2,644 [...]
Affinity “Mark” et Minute – February 4, 2016
Investment Commentary – February 3rd, 2016 Market Indices as of Market Close February 3rd, 2016 Dow 16,336 (-6.25% YTD) S&P 1,912 (-6.43% YTD) NASDAQ 4,504 (-10.05% YTD) Global Dow 2,154 (2,077 52 week low /2,644 [...]