September 23, 2023

Market Roundup: Covering September 18 – September 22, 2023; Case Study: Finances for Aging Parents; Q&A Time: Should I invest in both 401(k) plans?

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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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September 9, 2023

Market Roundup: Covering September 5 – September 8, 2023; Case Study: Feeling Broke Once You’ve Retired; Q&A Time: Do European Stocks Offer More Value?

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August 26, 2023

Market Roundup: Covering August 21 – 25, 2023; Case Study: Potential Pitfalls to a Backdoor Roth IRA; Q&A Time: Rolling over 529 Plan assets to a Roth IRA

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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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August 12, 2023

Market Roundup: Covering August 7 – August 11, 2023; Case Study: Qualified Terminal Interest Property Trusts; Q&A Time: PENN Entertainment, Barstool, and ESPN

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August 5, 2023

Market Roundup: Covering July 31 – August 4, 2023; Case Study: Am I the Right Investor for Alternative Assets? Q&A Time: Building a Laddered Bond Portfolio

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July 29, 2023

Market Roundup: Covering July 24 – July 28, 2023; Case Study: Decisions as a Spousal Beneficiary; Q&A Time: Will the Reinstatement of Student Loan Payments Throw us into a Recession?

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July 22, 2023

Market Roundup: Covering July 17 – July 21, 2023; Case Study: Rollover for Business Startups; Q&A Time: Investing in Individual Stocks vs. Mutual Funds

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July 15, 2023

Market Roundup: Covering July 10 – July 14, 2023; Case Study: Withdrawal Strategies for Retirement Funds; Q&A Time: 401(k) Plans and Crypto

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