August 3, 2024

Market Roundup: July 29 – August 2, 2024; Case Study: When RMDs are Not Needed for Living Expenses; Q&A Time: 401(k) Diversification

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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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February 3, 2024

Market Roundup: Jan. 29 – Feb. 2, 2024; Case Study: Portfolio Moves and Politics; Q&A Time: P/E Valuations of U.S. and International Equities

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June 17, 2023

Market Roundup: Covering June 12 – June 16, 2023; Case Study: Secure Act 2.0 provisions for education expenses; Q&A Time: Should we worry about the market breadth?

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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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