interest rates Archives - Page 2 of 4

March 16, 2024

Market Roundup: Mar. 11 – Mar. 15, 2024; Case Study: Money Left in a 529 Plan; Q&A Time: Dividend-Paying Stocks and Interest Rates

February 24, 2024

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

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

January 20, 2024

Market Roundup: Jan. 15 – Jan. 19, 2024; Case Study: Understanding a Reverse Mortgage; Q&A Time: What to sell when taking an RMD

October 28, 2023

Market Roundup: Covering October 23 – October 27, 2023; Case Study: New Options for Student Loan Payments; Q&A Time: Assessing a Portfolio’s Diversification

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

October 7, 2023

Market Roundup: Covering October 2 – October 6, 2023; Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs; Q&A Time: Social Security Survivor’s Benefits

September 30, 2023

Market Roundup: Covering September 25 – September 27, 2023; Case Study: Insurance is Your Plan’s Safety Net; Q&A Time: Should we deposit $70,000 into our children’s 529 Plan?

September 23, 2023

Market Roundup: Covering September 18 – September 22, 2023; Case Study: Finances for Aging Parents; Q&A Time: Should I invest in both 401(k) plans?

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?