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File-and-Suspend Is Set to Expire!
For Mark Roberts' Use: If you're like many people, Social Security will comprise a significant part of your retirement income. And yet, considering the size and complexity of the government program, it's no wonder that [...]
How to Avoid Fraudulent Money Scams
For Mark Roberts' Use: According to a study by FINRA Investor Education Foundation, 84 percent of Americans aged 40 and older have been solicited to participate in what appeared to be a fraudulent money scam. [...]
Start Looking for Tax Deductions Now
For Mark Roberts' Use: As we wrap up 2015, you might already be thinking about your state and federal income taxes. Toward the end of each year, it's a good idea to assess your income [...]
Does Your Life Insurance Policy Still Fit You?
For Mark Roberts' Use: The life insurance industry has been around since the days of ancient Rome, helping to protect the dependent families of workers from worst-case scenarios. But a lot has changed in society since [...]
Can I Withdraw Money from my Retirement Plan Now?
For Mark Roberts' Use: The point of your retirement account, whether you have an IRA or an employer-sponsored plan, is to help you save for your retirement years. Most of these plans offer important tax-deferred benefits, [...]
Is An Annuity Right for You?
For Mark Roberts' Use: As you're planning for retirement, you will be presented with many different options to provide you with a stream of income in your later years. An annuity is one such option, [...]
Affinity “Mark”et Minute – December 17, 2015
Investment Commentary – December 17th, 2015 Market Indices as of Market Close December 17th, 2015 Dow 17,749 (-0.42% YTD) S&P 2,073 (0.69% YTD) NASDAQ 5,071 (7.08% YTD) Global Dow 2,356 (52 week low 2,203/high 2,644 [...]
Affinity “Mark” et Minute – December 10, 2015
Investment Commentary – December 9th, 2015 Market Indices as of Market Close December 9th, 2015 Dow 17,492 S&P 2,047 NASDAQ 5,022 Global Dow 2333 A Week of Sharp Swings Last week, stocks and bonds in [...]
Affinity “Mark” et Minute – December 3, 2015
Investment Commentary – December 2nd, 2015 Market Indices as of Market Close December 2nd, 2015 Dow 17,730 (-0.52% YTD) S&P 2,080 (1.00% YTD) NASDAQ 5,123 (8.17% YTD) Global Dow 2,393 (52 week low 2,203/high 2,644) [...]
Affinity “Mark” et Minute – November 24, 2015
Investment Commentary – November 24th, 2015 Market Indices as of Market Close November 23rd, 2015 Dow 17,793 (-0.17% YTD) S&P 2,086 (1.34% YTD) NASDAQ 5,102 (7.74% YTD) Global Dow 2,399 (52 week low 2,203/high 2,644) [...]
Affinity “Mark” et Minute – November 19, 2015
Investment Commentary – November 18th, 2015 Market Indices as of Market Close November 18th, 2015 Dow 17,737 (-0.48% YTD) S&P 2,084 (1.20% YTD) NASDAQ 5,075 (7.16% YTD) Global Dow 2,400 (52 week low 2,203/high 2,644) [...]
Affinity “Mark” et Minute – November 12, 2015
Investment Commentary – November 4th, 2015 Market Indices as of Market Close November 4th, 2015 Dow 17,868 (0.25% YTD) S&P 2,102 (2.11% YTD) NASDAQ 5,142 (5.58% YTD) Global Dow 2,452 (52 week low 2,203/high 2,644) [...]