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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August 26, 2023

Market Roundup: Covering August 21 – 25, 2023; Case Study: Potential Pitfalls to a Backdoor Roth IRA; Q&A Time: Rolling over 529 Plan assets to a Roth IRA

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May 27, 2023

Market Roundup: Covering May 22 – May 26, 2023; Investment Whys: Deeper Dive into the Economy and Market; Q&A Time: J.P. Morgan Chase Co., Where are the investment opportunities?

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October 1, 2022

Market Roundup: Covering Sept. 26 – Sept. 30, 2022; Case Study: Alternative Investments; Q&A Time: Combining finances when getting married

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