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Estimating Social Security Payments
For Mark Roberts' Use: As you approach your retirement years, it's time to start thinking about your future budget. Once you quit working, you'll be living off a combination of Social Security and the pension [...]
Confused About How to Manage Your Retirement Plan?
For Mark Roberts' Use: Employer-sponsored retirement plans are a valuable tool in securing your financial future. But like most tools, they must be used correctly in order to achieve the best results. Managing the assets [...]
Your Social Security Check Will Increase This January
For Mark Roberts' Use: The Social Security administration has announced that all benefits recipients will see a 1.7 percent increase in their monthly checks, beginning January 15, 2015. The increase is due to the program's [...]
How Much Life Insurance Do I Need?
For Mark Roberts' Use: Most people are aware that having life insurance is important, but a much bigger question is usually, “How much life insurance do I need?”. The truth is that there is no [...]
Seniors Should Carefully Consider Home Refinance Options
For Mark Roberts' Use: Many seniors hope to pay off their mortgages before they retire, allowing for a roomier budget and a more comfortable lifestyle. However, this isn't always possible for everyone, so one thing [...]
A Retirement Plan for Your Small Business
For Mark Roberts' Use: If you're a small business owner, you probably know that attracting and retaining the best workers in your industry can be a challenge. The Affordable Care Act encouraged business owners to [...]
Affinity “Mark” et Minute – January 8, 2015
Investment Commentary – January 7, 2015 Dow – 17,371.64 (1/6/15 close) S&P 500 – 2,002.61 (1/6/15 close) 10-year Treasury – 1.96% (1/6/15) · With another year in the books, analysts found it important to review [...]
Affinity “Mark” et Minute – January 1, 2015
Investment Commentary – December 29, 2014 Dow – 18,038.23 (12/29/14 close) S&P 500 index – 2,090.57 (12/29/14 close) 10-year Treasury – 2.20% (12/29/14 close) In 2014, S&P 500 never dropped 4 days in a row. [...]
Affinity “Mark” et Minute – December 18, 2014
Investment Commentary – December 17, 2014 Dow – 17,356.87 (12/17/14 close) S&P 500 – 2012.89 (12/17/14 close) 10-year Treasury – 2.14% (12/17/14 close) · U.S. stocks surged today after the Federal Reserve retained the phrase [...]
Affinity “Mark” et Minute – December 11, 2014
Investment Commentary – December 10, 2014 Dow – 17,533.15 (12/10/14 close) S&P 500 – 2,026.14 (12/10/14 close) 10-year Treasury – 2.16% (12/10/14 close) After 4 years when oil prices routinely ran more than $100 per [...]
Affinity “Mark” et Minute – December 4, 2014
Investment Commentary – December 3, 2014 Dow -17,879.55 (12/2/14 close) (all-time high) S&P 500 – 2,066.55 (12/2/14 close) 10-year Treasury – 2.29% (12/2/14) · Stock market performance has been impacted by a couple of big [...]
Affinity “Mark” et Minute – November 20, 2014
Investment Commentary – November 19, 2014 Dow – 17,685.73 (11/19/14 close) S&P 500 – 2,048.72 (11/19/14 close) 10-year Treasury – 2.35% (11/19/14 close) · The broad equity markets have remained resilient in the face of [...]