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Protect Your Heirs from the Probate Process
For Mark Roberts' Use: Like most people, you might have given some thought to what will happen to your assets after your death. You have signed beneficiary forms and told close family members which possession [...]
No Cost of Living Adjustment This Year
For Mark Roberts' Use: Have you heard the news about Social Security? Unlike most years, in which benefit checks increase slightly beginning in January, there won't be a cost of living adjustment (COLA) for 2016. If [...]
5 Financial Steps to Take at the End of the Year
For Mark Roberts' Use: December 31 marks the last day of the calendar year, and it also marks the deadline for taking advantage of certain tax advantages. You want to make sure you qualify [...]
Don’t Make These Investment Mistakes
For Mark Roberts' Use: As you probably already know, the burden of retirement planning falls on you. Social Security was never meant to fully fund your retirement, so you will rely upon your own savings [...]
Charitable Deductions Can Mean Big Tax Savings
For Mark Roberts' Use: As the end of the year approaches, the holiday spirit might take over. You’re feeling festive - and generous. Giving to charity feels right, but it can also net you some [...]
Answer These Questions Before You Retire
For Mark Roberts' Use: As you race toward the retirement finish line, escaping the office might be all you can think about! But it’s better to create a solid plan before entering into a new [...]
“Mark” et Minute – January 28, 2016
Investment Commentary – January 27th, 2016 Market Indices as of Market Close January 27th, 2016 Dow 15,944 (-8.50% YTD) S&P 1,883 (-7.88% YTD) NASDAQ 4,468 (-10.77% YTD) Global Dow 2,137 (2,077 52 week low /2,644 [...]
Affinity “Mark” et Minute – January 21, 2016
Investment Commentary – January 20th, 2016 Market Indices as of Market Close January 20th, 2016 Dow 15,767 (-9.52% YTD) S&P 1,890 (-9.03% YTD) NASDAQ 4,471 (-10.70% YTD) Global Dow 2,078 (2,053 52 week low /2,644 [...]
Affinity “Mark” et Minute – January 14, 2016
Investment Commentary – January 13th, 2016 Market Indices as of Market Close January 13th, 2016 Dow 16,151 (-7.31% YTD) S&P 1,890 (-7.52% YTD) NASDAQ 4,526 (-9.61% YTD) Global Dow 2,151 (2,145 52 week low /2,644 [...]
Affinity “Mark” et Minute – January 7, 2016
Investment Commentary – January 7th, 2016 Market Indices as of Market Close January 7th, 2016 Dow 16,906 (-4.11% YTD) S&P 21,990 (-3.92% YTD) NASDAQ 4,758 (-5.16% YTD) Global Dow 2,218 (2,203 52 week low /2,644 [...]
Affinity “Mark” et Minute – December 30, 2015
Investment Commentary – December 29th, 2015 Market Indices as of Market Close December 29th, 2015 Dow 17,721 (-0.57% YTD) S&P 2,078 (0.95% YTD) NASDAQ 5,108 (7.85% YTD) Global Dow 2,369 (2,203 52 week low /2,644 [...]
Affinity “Mark” et Minute – December 23, 2015
Investment Commentary – December 22nd, 2015 Market Indices as of Market Close December 22nd, 2015 Dow 17,418 (-2.27% YTD) S&P 2,039 (-0.97% YTD) NASDAQ 5,071 (5.60% YTD) Global Dow 2,318 (52 week low 2,203/high 2,644 [...]