October 19, 2024

Market Roundup: Oct. 14 – Oct. 18, 2024; Case Study: Test Driving a Retirement Plan; Q&A Time: Retirement Portfolio Withdrawal Rates

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May 18, 2024

Market Roundup: May 13 – May 17, 2024; Case Study: Roth IRA Retirement Income Strategy; Q&A Time: 404(k) Rollovers to an IRA then into a 401(k)

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February 17, 2024

Market Roundup: Feb 12 – Feb 16, 2024; Case Study: The Final Tax Return; Q&A Time: Vanguard Real Estate Index Fund

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November 18, 2023

Market Roundup: Covering November 13 – November 17, 2023; Study: Using Trusts to Pass on Wealth; Q&A Time: What are the “sweet spots” in the current Treasury market?

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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

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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?

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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?

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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?

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June 24, 2023

Market Roundup: Covering June 19 – June 23, 2023; Case Study: Estate Planning for Unmarried Couples; Q&A Time: Opinions on PDD Holdings, Inc.

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