S&P 500 index performance Archives - Page 5 of 8

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.

February 24, 2024

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

February 17, 2024

Market Roundup: Feb 12 – Feb 16, 2024; Case Study: The Final Tax Return; Q&A Time: Vanguard Real Estate Index Fund

February 10, 2024

Market Roundup: Feb 5 – Feb 9, 2024; Case Study: Rebalancing Your 401(k); Q&A Time: Retirement Plan Rollovers

February 3, 2024

Market Roundup: Jan. 29 – Feb. 2, 2024; Case Study: Portfolio Moves and Politics; Q&A Time: P/E Valuations of U.S. and International Equities

January 27, 2024

Market Roundup: Jan. 22 – Jan. 26, 2024; Case Study: Tax Tips for the Self-Employed; Q&A Time: How to Start Saving for Retirement

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

January 13, 2024

Market Roundup: Jan. 8 – Jan 12, 2024; Case Study: Paying off a Mortgage before Retirement; Q&A Time: FDIC Limits and AstraZeneca

January 6, 2024

Market Roundup: Jan. 2 – Jan 5, 2024; Case Study: Divorce: Unwinding 20 years of combined assets; Q&A Time: Why is the dollar resilient during high inflation?