June 8, 2024

Market Roundup: June 3 – June 7, 2024; Case Study: Tax Benefits for Parents of Disabled Children; Q&A Time: Market timing and portfolio positioning

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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 24, 2024

Market Roundup: Feb 19 – Feb 23, 2024; Investment Whys: Economic Outlook; Q&A Time: Applied Materials and Medical Debt

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January 13, 2024

Market Roundup: Jan. 8 – Jan 12, 2024; Case Study: Paying off a Mortgage before Retirement; Q&A Time: FDIC Limits and AstraZeneca

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January 6, 2024

Market Roundup: Jan. 2 – Jan 5, 2024; Case Study: Divorce: Unwinding 20 years of combined assets; Q&A Time: Why is the dollar resilient during high inflation?

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October 14, 2023

Market Roundup: Covering October 9 – October 13, 2023; Case Study: Having all Tax-Deferred Retirement Savings; Q&A Time: Investments Inside an Annuity

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August 19, 2023

Market Roundup: Covering August 14 – 18, 2023; Case Study: Nonqualified Deferred Compensation Plans; Q&A Time: Roth IRAs, BioNTech, and Valero Energy

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July 8, 2023

Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”

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April 15, 2023

Market Roundup: Covering April 10 – April 14, 2023; Case Study: Budgeting for Health Care in Retirement; Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd.

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