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Hidden Discounts for Seniors
For Mark Roberts' Use: You may already be aware that many businesses offer discounts to senior citizens. These discounts are often well-known and advertised, so you can't really miss them. But you may not know [...]
Considering a Reverse Mortgage? Read This First
For Mark Roberts' Use: Reverse mortgages are sometimes criticized as being a bad deal for seniors. But for some retirees, a reverse mortgage may be a good idea. The main thing to remember is that a [...]
Shoppers Wait for a Security Fix
For Mark Roberts' Use: In September 2014, Home Depot experienced a data breach involving 56 million payment cards. This security attack was larger and lasted longer than the December 2013 hacking of Target’s payment system, [...]
US Unveils New Credit Protections for Consumers
For Mark Roberts' Use: Did you know that until recently, you had to pay to see your credit score? Luckily, as of February, the Consumer Financial Protection Bureau released a new initiative allowing more than [...]
Should You Add Real Estate to Your Portfolio?
For Mark Roberts' Use: Have you ever considered investing in real estate, such as a rental house, vacation home, or apartment building? It may be a good idea to generate income and shelter some of [...]
Could a 1035 Exchange Help You?
For Mark Roberts' Use: It is often said that we should all reevaluate our retirement plans and life insurance policies every few years, to make sure the measures we're taking are in line with our [...]
Affinity “Mark” et Minute – July 2, 2015
Investment Commentary – July 1st, 2015 Market Indices as of Market Close July 1st, 2015 Dow 17,758 (-0.36% YTD) S&P 500 2,077 (0.90% YTD) NASDAQ 5,013 (5.30% YTD) 10-year Treasury 2.32 % (52 week low [...]
Affinity “Mark” et Minute – June 25, 2015
Investment Commentary – June 24th, 2015 Dow – 17,966 (6/24/15 close) (0.80% YTD) S&P 500 – 2,109 (6/24/15 close) (2.02% YTD) NASDAQ – 5,122 (6/24/15 close) (8.16% YTD) 10-year Treasury – 2.32 % (6/24/15 close) [...]
Affinity “Mark” et Minute – June 18, 2015
Investment Commentary – June 17th, 2015 Dow – 17,935.74 (6/17/15 close) (0.63% YTD) S&P 500 – 2,100.44 (6/17/15 close) (2.02% YTD) NASDAQ – 5,064.88 (6/17/15 close) (0.18% YTD) 10-year Treasury – 2.32 % (6/17/15 close) [...]
Affinity “Mark” et Minute – June 11, 2015
Investment Commentary – June 10, 2015 Dow – 18,000.40 (6/10/15 close) S&P 500 – 2,105.20 (6/10/15 close) 10-year Treasury – 2.48% (6/10/15) The Dow Jones Industrial Average opened higher on Wednesday for the first [...]
Affinity “Mark” et Minute – May 28, 2015
Investment Commentary – 5/28/2015 Dow – 18,162.99 (5/27/15 close) S&P 500 – 2,123.48 (5/27/15 close) 10-year Treasury – 2.13% (5/27/15 close) As it becomes increasingly likely that the 2nd estimate of 1st Quarter 2015 GDP [...]
Affinity “Mark” et Minute – May 21, 2015
Investment Commentary – May 20, 2015 Dow – 18,285.40 (5/20/15 close) S&P 500 – 2,125.85 (5/20/15 close) 10-year Treasury – 2.25% (5/20/15 close) U.S. equities advanced last week, with the S&P 500 Index notching new [...]