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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September 14, 2024

Market Roundup: Sept. 9 – 13, 2024; Case Study: Investors Who Want to Stay in Cash; Q&A Time: Education Savings and Occidental Petroleum

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August 17, 2024

Market Roundup: August 12—16, 2024; Case Study: Hazards on the Road to Retirement; Q&A Time: In-plan Roth Conversions

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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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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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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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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

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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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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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