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?

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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

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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?

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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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September 16, 2023

Market Roundup: Covering September 11 – September 15, 2023; Case Study: The Surprise Vacation Home Purchase; Q&A Time: Starbucks, Corp.

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March 18, 2023

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

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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

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October 15, 2022

Market Roundup: Covering Oct. 10 – Oct. 14, 2022; Case Study: Fixed Income Investing — Bond Ladders; Q&A Time: Stockpiling Cash and Actively Managed Funds

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