May 25, 2024

Market Roundup: May 20 – May 14, 2024; Case Study: Planning When Retirement is 25 Years Away; Q&A Time: Not Converting all Your IRA to a Roth

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August 26, 2023

Market Roundup: Covering August 21 – 25, 2023; Case Study: Potential Pitfalls to a Backdoor Roth IRA; Q&A Time: Rolling over 529 Plan assets to a Roth IRA

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May 27, 2023

Market Roundup: Covering May 22 – May 26, 2023; Investment Whys: Deeper Dive into the Economy and Market; Q&A Time: J.P. Morgan Chase Co., Where are the investment opportunities?

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May 6, 2023

Market Roundup: Covering April 26 – May 2, 2023; Case Study: Borrowing from your 401(k); Q&A Time: Intuitive Surgical and Raytheon

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March 25, 2023

Market Roundup: Covering March 20 – March 24, 2023; Case Study: Real Estate as a “Retirement Career;” Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA?

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February 25, 2023

Market Roundup: Covering Feb 20 – Feb. 24, 2023; Case Study: I Set It and Forgot It; Special 35th Anniversary Retrospective with Dr. Gene, Bil, and Jennifer

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January 28, 2023

Market Roundup: Covering Jan. 23 – Jan. 27, 2023; Case Study: We’ve Been Saving and Not Living; Q&A Time: Should I Buy Points on a Mortgage?

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