Blog
Looking for Money Management for Retirement Planning advice?
Sign up here to receive our enewsletter.
Will You Be Subject to the Gift Tax?
For Mark Roberts' Use: It's almost that time again – time to file your federal income taxes! As with many things in life, knowledge and preparation for tax time can help you avoid consequences you [...]
Will You Enjoy a Comfortable Retirement?
For Mark Roberts' Use: Are you confident that you will have enough money to cover basic living expenses in retirement? Seven out of ten workers aged 50 and older feel as though their retirement plan [...]
Cashing Out Can be Dangerous
For Mark Roberts' Use: The recession may have created high unemployment rates and significant financial difficulty for many American households, but many reacted by holding onto their jobs longer. The average length of employment has [...]
A Few Benefits of an Annuity
For Mark Roberts' Use: As you plan for retirement, you may be presented with several different investment options. It can be hard to know which savings vehicles to pursue, but one very important factor you [...]
Budget-Proof Your Home
For Mark Roberts' Use: If your New Years resolution focused on renovating your financial life, you may be thinking about paying down debts or upping your retirement plan contributions. But your home life can be [...]
Protect Your Estate and Avoid Probate
For Mark Roberts' Use: Do you imagine what will happen to your estate after your death? Undoubtedly, you want your loved once to receive what you've left them, and you don't want it to take [...]
Affinity “Mark” et Minute – April 1, 2015
Investment Commentary – April 1, 2015 Dow – 17,776.12 (3/31/15 close) S&P 500 – 2,067.89 (3/31/15 close) 10-year Treasury – 1.93% (3/31/15 close) Stocks tumbled yesterday and gave back some of the gains from the [...]
Affinity “Mark” et Minute – March 26, 2015
Investment Commentary – March 25, 2015 Dow – 17,718.54 (3/25/15 close) (-.0.55% YTD) S&P 500 – 2,061.05 (3/25/15 close) (0.10% YTD) NASDAQ – 4,876.52 (3/25/15 close) (2.96% YTD) 10-year Treasury – 1.92% (3/25/15 close) (-11.52% [...]
Affinity “Mark” et Minute – March 19, 2015
Investment Commentary – March 19, 2015 Dow – 18,076.19 (3/18/15 close) S&P 500 – 2,099.42 (3/18/15 close) Nasdaq – 4,982.83 (3/18/15 close) 10-year Treasury – 1.95% (3/18/15 close) The Federal Reserve today set the stage [...]
Affinity “Mark” et Minute – March 11, 2015
Investment Commentary – March 11, 2015 Dow – 17,662.94 (3/10/15 close) S&P 500 – 2,044.16 (3/10/15 close) Nasdaq – 4,859.79 (3/10/15 close) 10-year Treasury – 2.13% (3/10/15 close) February’s jobs report last Friday confirmed the [...]
Affinity “Mark” et Minute – March 4, 2015
Investment Commentary – March 3, 2015 Dow – 18,288.63 (3/2/15 close) S&P 500 – 2,117.39 (3/3/15 close) NASDAQ – 5,008.10 (3/2/15 close) 10-year Treasury – 2.08% (3/2/15 close) U.S. equities were largely unchanged last week [...]
Affinity “Mark” et Minute – February 26, 2014
Investment Commentary – February 25, 2015 Dow – 18,209.19 (2/24/15 close) S&P 500 – 2,115.48 (2/24/15 close) Nasdaq – 4,968.12 (2/24/15 close) 10-year Treasury – 1.99% (2/24/15 close) Fed Chair Janet Yellen provided Congress yesterday [...]