S&P 500 index performance Archives - Page 3 of 7

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)

May 11, 2024

Market Roundup: May 6 – May 10, 2024; Case Study: Pitfalls that Could Derail Your Retirement; Q&A Time: Mid-life Career Changes

May 4, 2024

Market Roundup: April 29 – May 3, 2024; Case Study: Actively and Passively Managed Investments; Q&A Time: Monte Carlo Simulations

April 27, 2024

Market Roundup: April 22 – April 26, 2024; Case Study: Trends in the Economy and Stock Market; Q&A Time: Stagflation and Teva Pharmaceuticals

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”

April 13, 2024

Market Roundup: April 8 – April 12, 2024; Case Study: Investing as a Couple; Q&A Time: How late is too late to start saving for retirement?

April 6, 2024

Market Roundup: April 1 – April 5, 2024; Case Study: When to Begin Social Security Benefits; Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision

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

March 9, 2024

Market Roundup: Mar. 4 – Mar. 8, 2024; Case Study: Repurposing Life Insurance as an Estate Planning Tool; Q&A Time: Medigap Policies

March 2, 2024

Market Roundup: Feb. 26 – Mar. 1, 2024; Case Study: Using a 401(k) Payout to Pay off Student Loans; Q&A Time: 529 Plan to Roth IRA, AMD, and Symbiotic, Inc.