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Affinity "Mark" et Minute - May 7, 2015
http://affinityassetblog.com/affinity-mark-et-minute-may-7-2015
Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – May 7, 2015. May 7, 2015. Investment Commentary May 6, 2015. Dow 17,841.98 (5/6/15 close) ( 0.11% YTD). S&P 500 2,080.15 (5/6/15 close) ( 1.02% YTD). 10 year Treasury 2.24% (5/6/15 close) ( 3.23% YTD). Stocks historically weather weak earnings growth well, except during times of recession. While weak earnings may moderate near-term gains, the equity price trend remains higher analysts believe. Analysts believe the current S&P ...
affinityassetblog.com
Online Shoppers Wait for a Security Fix
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Strategic Financial Planning and Asset Management. Shoppers Wait for a Security Fix. May 11, 2015. Posted in The Economy. For Mark Roberts’ Use:. Changes are coming soon. Throughout 2015, you may begin to see chip-enabled payment terminals appearing in your favorite retail locations. But since gas stations were exempted from the new liability rule until October 2017, continue to be on alert when you stop to fill up at the pump. Laquo; Affinity “Mark” et Minute – May 7, 2015. What is Your Succession Plan?
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Affinity "Mark" et Minute - April 23, 2015
http://affinityassetblog.com/affinity-mark-et-minute-april-23-2015
Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – April 23, 2015. April 22, 2015. Posted in Market Updates. Investment Commentary April 20, 2015. Dow 17,826.30 (4/17/15 close) ( 0.02% YTD). S&P 500 2,081.18 (4/17/15 close)( 1.07% YTD). 10-year Treasury 1.85% (4/17/15 close) (-14.75% YTD). Stocks struggled last week amid more evidence that economic growth is not accelerating as expected. Renewed worries over the future of Greece also contributed to last week’s market action.
affinityassetblog.com
Kansas City Financial Planners | Overland Park Financial Advisers - Page 2 of 26 - Strategic Financial Planning and Asset Management
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Strategic Financial Planning and Asset Management. A Picture of a Happy Retirement. August 24, 2015. You’re looking forward to your retirement, but you may also feel a bit anxious. You might wonder what you will do all day once your career has ended, or whether you will even enjoy retirement. As you continue to prepare for retirement in a financial sense, take the time to mentally prepare yourself by learning. Affinity “Mark” et Minute – August 20, 2015. August 19, 2015. August 17, 2015. August 13, 2015.
affinityassetblog.com
What's Up with US Oil Prices?
http://affinityassetblog.com/whats-up-with-us-oil-prices
Strategic Financial Planning and Asset Management. What’s Up with US Oil Prices? April 13, 2015. Posted in The Economy. For Mark Roberts’ Use:. You may have heard that oil prices have dropped in recent months. But what happened to cause prices to plummet? How does this affect your gas prices? How low gas prices affect the economy. So could low oil prices benefit the economy? It certainly looks that way, but in order for us to see a true boost to our economy, oil prices would need to stay low for a signif...
affinityassetblog.com
Should You Add Real Estate to Your Portfolio?
http://affinityassetblog.com/should-you-add-real-estate-to-your-portfolio
Strategic Financial Planning and Asset Management. Should You Add Real Estate to Your Portfolio? April 26, 2015. For Mark Roberts’ Use:. Have you ever considered investing in real estate, such as a rental house, vacation home, or apartment building? There is actually another way to invest in the real estate market! A REIT combines capital from investors to purchase and manage real estate properties, ranging from shopping malls, apartment buildings, and medical facilities to self-storage facilities, hotel...
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Kansas City Financial Planners | Overland Park Financial Advisers - Page 23 of 26 - Strategic Financial Planning and Asset Management
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Strategic Financial Planning and Asset Management. Impact of Withdrawing Tax-Deferred Investments Early. July 22, 2013. For Mark Roberts’ Use: When you decided to make certain tax-deferred retirement investments, you were likely informed of the penalties you could face by withdrawing the funds before age 59 . Generally, taking this action will result in a 10 percent federal income tax penalty. However, in certain situations you may be allowed to make. Questions to Ask Your Financial Advisor. July 19, 2013.
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Could a 1035 Exchange Help You?
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Strategic Financial Planning and Asset Management. Could a 1035 Exchange Help You? April 20, 2015. 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 needs and goals. But what if you discover that your annuity or life insurance policy no longer serves you well, or that a better deal is available elsewhere? Laquo; Affinity “Mark” et Minute – Ap...Affinity “...
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Affinity "Mark" et Minute - April 30, 2015
http://affinityassetblog.com/affinity-mark-et-minute-april-30-2015
Strategic Financial Planning and Asset Management. Affinity “Mark” et Minute – April 30, 2015. April 30, 2015. Posted in Market Updates. Investment Commentary April 29th, 2015. Dow 18,035.53 (4/29/15 close) ( 1.20% YTD). S&P 500 2,106.85 (4/29/15 close) ( 2.33% YTD). 10-year Treasury 2.04% (4/29/15 close) (-5.99% YTD). A strong dollar has hurt manufacturers’ exports and the plunge in oil prices has led energy companies to slash investment. Europe’s positive performance in response to commencement of the ...