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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April 20, 2024

Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”

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February 24, 2024

Market Roundup: Feb 19 – Feb 23, 2024; Investment Whys: Economic Outlook; Q&A Time: Applied Materials and Medical Debt

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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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August 19, 2023

Market Roundup: Covering August 14 – 18, 2023; Case Study: Nonqualified Deferred Compensation Plans; Q&A Time: Roth IRAs, BioNTech, and Valero Energy

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May 20, 2023

Market Roundup: Covering May 15 – May 19, 2023; Case Study: Upcoming Changes to the FAFSA; Q&A Time: What would be a good time to buy in this market environment?

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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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January 21, 2023

Market Roundup: Covering Jan. 16 – Jan. 20, 2023; Case Study: I Stopped Saving in 2022 Because of Inflation; Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform

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October 22, 2022

Market Roundup: Covering Oct. 17 – Oct. 21, 2022; Case Study: How Social Security Fits in Your Financial Plan; Q&A Time: Recommendations for Income-Producing Stocks

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August 20, 2022

Market Roundup: Covering Aug. 15 – Aug. 19, 2022; Case Study: Social Security Strategies When Returning to Work; Q&A Time: The Balance Between “Growth” and “Value”

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