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 11, 2024

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

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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

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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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December 9, 2023

Market Roundup: Covering Dec. 4 – Dec 8, 2023; Case Study: Year-End Financial Moves; Q&A Time: Roth IRA Conversion taxes and Philip Morris International

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November 11, 2023

Market Roundup: Covering November 6 – November 10, 2023; Case Study: A Bond’s Coupon Rate vs. Yield to Maturity; Q&A Time: Mega Cap Seven vs. FAANG and Worthless Stock

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May 13, 2023

Market Roundup: Covering May 8 – May 12, 2023; Case Study: Turning a Windfall into a Charitable Legacy; Q&A Time: Should we be concerned about the debt ceiling?

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March 18, 2023

Market Roundup: Covering March 13 – March 17, 2023; Investment Whys: The U.S. Banking System after Recent Failures

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February 11, 2023

Market Roundup: Covering Feb 6 – Feb. 10, 2023; Case Study: Protecting Your Money From Cognitive Decline; Q&A Time: When should I choose a mutual fund over an ETF?

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December 10, 2022

Market Roundup: Covering Dec. 5 – Dec. 9, 2022; Case Study: Tale of Two Investors and Dollar Cost Averaging; Q&A Time: Equal-Weight S&P Index Funds and Planning a Short Life Expectancy

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