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Reduce Waste and Stretch Your Budget
For Mark Roberts' Use: Whether you're preparing for retirement or you've already begun that chapter in your life, you know that making every dollar count is a major key to your financial success. Before retirement, stretching [...]
You’re Getting a Raise This Year!
For Mark Roberts' Use: Back in your working days, you looked forward to your annual raise. It helped to offset inflation, and provided you with extra cash to spend on luxury items or save for retirement. [...]
Happy Holidays from Affinity Asset Management
We would like to wish you and your family a very happy holiday season! It's been a great year, and we have loved helping each and every one of you achieve your financial goals. We [...]
Protect Yourself from Inflation
For Mark Roberts' Use: Inflation – the rise in prices of goods and services over time – can have a significant impact on your retirement budget. Once you stop working, you will most likely be [...]
Estate Planning for Business Owners
For Mark Roberts's Use: Estate planning can be a complicated process for anyone. You have to consider the possible needs of your heirs during a difficult time in life, and balance those needs with the [...]
What Does the Future Hold for Social Security?
For Mark Roberts' Use: Throughout your career, contributions to the Social Security fund have been deducted from your paychecks. You expect those benefits to be available to you when you need them someday, and you [...]
Affinity “Mark” et Minute – February 19, 2015
Investment Commentary – February 18, 2015 Dow – 18,047.58 (2/17/15 close) (1.26% YTD) S&P 500 – 2,100.34 (2/17/15 close) (1.99% YTD) NASDAQ – 4,899.27 (2/17/15 close) (3.44% YTD) 10-year Treasury – 2.14% (2/17/15 close) (-1.38% [...]
Affinity “Mark” et Minute – February 12, 2015
Investment Commentary - February 11th, 2015 Dow - 17,868.76 (2/10/15 close) S&P 500 - 2,068.59 (2/10/15 close) 10 year Treasury - 1.99% (2/10/15 close) S&P 500 volatility has remained elevated in the first 6 weeks [...]
Affinity “Mark” et Minute – February 5, 2015
Investment Commentary – February 4, 2015 Dow – 17,666.40 (2/3/15 close) (-0.88% YTD) S&P 500 – 2,050.03 (2/3/15 close) (-0.44% YTD) 10-year Treasury – 1.78% (2/3/15) (-17.97%) · Financial Markets remain highly volatile, with violent [...]
Investment Commentary – January 29, 2015
Dow – 17,191.37 (1/28/15 close) S&P 500 – 2,002.16 (1/28/15 close) 10-year Treasury – 1.72% (1/28/15 close) · The Federal Reserve gave no signal yesterday that it’s backing away from plans to raise interest rates [...]
Affinity “Mark” et Minute – January 22, 2015
Investment Commentary – January 21, 2015 Dow – 17,515.23 (1/20/15 close) (-1.73% YTD) S&P 500 – 2,022.55 (1/20/15 close) (-1.75% YTD) 10-year Treasury – 1.81% (1/20/15 close) (-16.59% YTD) Volatility has reemerged in 2015 with [...]
Affinity “Mark” et Minute – January 15, 2015
Investment Commentary – January 14, 2015 Dow – 17,613.68 (1/13/15 close) (-1.18% YTD) S&P 500 – 2023.03 (1/13/15 close) (-1.75% YTD) 10-year Treasury – 1.89% (1/13/15 close) (-12.9% YTD) · Despite a strong job report [...]