March 22, 2025

The Henssler Ten Year Rule; Market Roundup: Strong Economy Despite Falling Consumer Confidence; Diversification; Centenarians and Financial Planning

Read More

March 8, 2025

Market Volatility, Emotions, and Your Financial Plan; Sector Focus: Utilities and Energy; California Wildfires and the Insurance Industry

Read More

September 14, 2024

Market Roundup: Sept. 9 – 13, 2024; Case Study: Investors Who Want to Stay in Cash; Q&A Time: Education Savings and Occidental Petroleum

Read More

June 15, 2024

Market Roundup: June 10 – June 14, 2024; Case Study: Chasing Market Returns; Q&A Time: What happens to my retirement plan benefits when I die?

Read More

April 6, 2024

Market Roundup: April 1 – April 5, 2024; Case Study: When to Begin Social Security Benefits; Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision

Read More

March 9, 2024

Market Roundup: Mar. 4 – Mar. 8, 2024; Case Study: Repurposing Life Insurance as an Estate Planning Tool; Q&A Time: Medigap Policies

Read More

September 16, 2023

Market Roundup: Covering September 11 – September 15, 2023; Case Study: The Surprise Vacation Home Purchase; Q&A Time: Starbucks, Corp.

Read More

September 9, 2023

Market Roundup: Covering September 5 – September 8, 2023; Case Study: Feeling Broke Once You’ve Retired; Q&A Time: Do European Stocks Offer More Value?

Read More

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?

Read More