January 18, 2025

Market Roundup: Jan. 13 – Jan. 17, 2025; The Evolution of the Starter Home; Case Study: Financial Independence, Retire Early; What Might Shape 2025

Read More

November 16, 2024

Market Roundup: Nov. 11 – Nov. 15, 2024; Case Study: Failing at Income Planning; Investment Whys: Potential Fiscal Policy

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

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

Read More

December 16, 2023

Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?

Read More

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

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

March 18, 2023

Market Roundup: Covering March 13 – March 17, 2023; Investment Whys: The U.S. Banking System after Recent Failures

Read More

February 18, 2023

Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation

Read More