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Clean Up Your Financial Records
For Mark Roberts' Use: Last year, the U.S. Supreme Court decided a case in which a widow and her deceased husband's first wife were embattled over his federal employee insurance benefits. The man had designated [...]
Affinity “Mark” et Minute – July 17, 2014
Investment Commentary – July 16, 2014 Dow – 17,060.68 (7/15/14 close) S&P 500 – 1,973.28 (7/15/14 close) 10-year Treasury – 2.55% (7/15/14) The Fed sent a signal to the market that it will remain [...]
5 Ingredients to a Great Retirement
For Mark Roberts' Use: You have spent years – probably even decades – planning and saving for your retirement. When the time finally comes, it's important to make the most of your golden years. Remember [...]
4 Things That Will Kill Your Budget
For Mark Roberts' Use: As we enter our retirement years, many of us find ourselves facing a fixed monthly income. While it's always best to prepare years in advance, and to plan for as much [...]
How Can I Benefit from Tax-Advantaged Investments?
For Mark Roberts' Use: For many people, tax-advantaged investing is an excellent way to reduce their taxes. And while many of the traditional tax-advantaged strategies have been eliminated, there are still alternatives left that can [...]
Aging in Place: Staying Home in Retirement
For Mark Roberts' Use: When you envision your retirement, do you picture yourself playing golf on a tropical island, playing cards in a retirement home, or simply enjoying your own backyard? A 2012 poll by [...]
Affinity “Mark” et Minute – August 21, 2014
Investment Commentary – August 19, 2014 Dow – 16,838.74 (8/18/14 close) S&P 500 – 1,971.74 (8/18/14 close) 10-year Treasury – 2.39% (8/18/14 close) U.S. housing starts and building permits rebounded strongly in July, suggesting the [...]
Affinity “Mark” et Minute – August 14, 2014
Investment Commentary – August 13, 2014 Dow – 16,560.54 (8/12/14 close) (-0.09% YTD) S&P 500 – 1,933.75 (8/12/14 close) (+4.65% YTD) 10-year Treasury – 2.44% (8/12/14 close) (-19.47%) Stocks sold off last week, then rallied [...]
Affinity “Mark” et Minute – August 7, 2014
Investment Commentary – August 6, 2014 Dow – 16,429.47 (8/5/14 close) (-0.89% YTD) S&P 500 – 1,920.21 (8/5/14 close) (+3.90 YTD) 10-year Treasury – 2.48% (8/5/14 close) (-18.15% YTD) Last week, stocks suffered their worst [...]
Affinity “Mark” et Minute – July 31, 2014
Investment Commentary – July 30, 2014 Dow – 16,912.11 (7/29/14 close) S&P 500 – 1,969.95 (7/29/14 close) 10-year Treasury – 2.46% (7/29/14 close) The U.S. economy posted better-than-expected growth in the 2nd quarter, bouncing back from [...]
Affinity “Mark” et Minute – July 24, 2014
Investment Commentary – July 23, 2014 Dow – 17,113.54 (7/22/14 close) S&P 500 – 1,983.53 (7/22/14 close) 10-year Treasury – 2.47% (7/22/14 close) Currently geopolitics is the biggest single threat to the market analysts say. [...]