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Is Your Account Subject to Required Minimum Distributions?
For Mark Roberts' Use: After working hard and saving for retirement all of your life, you will most likely begin to take distributions from your retirement account once you retire from your career. But in some [...]
What is Your Succession Plan?
You've spent your life building your business, and you want to leave it to your successors when you retire in good health. But since a sudden death, serious illness, or even divorce could spell disaster [...]
Changing Family Dynamics Signal Financial Challenges
It's probably no surprise to you that the structure of the average American family has changed drastically in the past forty years. In 1970, 40 percent of American households consisted of married parents living with [...]
What Happened in China?
Toward the end of August, we experienced an enormous drop in our stock market that surprised many Wall Street investors. But trouble had already been brewing in China throughout the summer. Considering that China is [...]
Protect Yourself from Big Losses in the Stock Market
Toward the end of August, we experienced a shocking slump on Wall Street. For those planning for retirement, or beginning to think about investing in a retirement fund, this news might have been discouraging. After [...]
A Special Message from Affinity Asset Management
We are a week removed from a market that saw the DOW as low as negative 1000 points while the S&P suffered it’s worst one-day fall this year and the worst week in three years. [...]
Affinity “Mark” et Minute – November 5, 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) [...]
Affinity “Mark” et Minute – October 29, 2015
Investment Commentary – October 28th, 2015 Market Indices as of Market Close October 28th, 2015 Dow 17,779 (-0.31% YTD) S&P 2,090 (1.52% YTD) NASDAQ 5,096 (7.56% YTD) Global Dow 2,444 (52 week low 2,203/high 2,644) [...]
Affinity “Mark” et Minute – October 22, 2015
Investment Commentary – October 21st, 2015 Market Indices as of Market Close October 21st, 2015 Dow 17,168 (-3.67% YTD) S&P 500 2,018 (-1.94% YTD) NASDAQ 4,840 (2.20% YTD) Global Dow 2,409 (52 week low 2,203/high [...]
Affinity “Mark” et Minute – October 15, 2015
Investment Commentary – October 14th, 2015 Market Indices as of Market Close October 14th, 2015 Dow 16,925 (-5.04% YTD) S&P 500 1,994 (-3.14% YTD) NASDAQ 4,783 (0.99% YTD) Global Dow 2,382 (52 week low 2,203/high [...]
Affinity “Mark” et Minute – October 8, 2015
Investment Commentary – October 7th, 2015 Market Indices as of Market Close October 7th, 2015 Dow 16,912 (-5.11 % YTD) S&P 500 1,996 (-3.06% YTD) NASDAQ 4,791 (1.16% YTD) Global Dow 2,379 (52 week low [...]
Affinity “Mark” et Minute – October 1, 2015
Investment Commentary – September 30th, 2015 Dow 16,285 (-8.63 % YTD) S&P 500 1,920 (-6.74% YTD) NASDAQ 4,620 (0.35% YTD) Global Dow 2,247 (52 week low 2,203/high 2,644) 10-year Treasury 2.05 (52 week low 1.64/high [...]