year-to-date performance Archives - Henssler Money Talks

December 21, 2024

Market Roundup: Dec. 16 — Dec. 20, 2024; Case Study: Alternative Investments

December 14, 2024

Market Roundup: Dec. 9 — Dec. 13, 2024; Case Study: Retirement Income Literacy; Q&A Time: Interest Rates and Dividend-Paying Stocks

December 7, 2024

Market Roundup: Dec. 2 — Dec. 6, 2024; Case Study: Sequence Risk; Q&A Time: Qualified Charitable Distributions

November 23, 2024

Market Roundup: Nov. 18 – Nov. 22, 2024; Case Study: Advantages in Gifting; Q&A Time: Super Micro Computer

November 16, 2024

Market Roundup: Nov. 11 – Nov. 15, 2024; Case Study: Failing at Income Planning; Investment Whys: Potential Fiscal Policy

November 9, 2024

Market Roundup: Nov. 4 – Nov. 8, 2024; Case Study: Year-end Financial Moves; CPA Insight: Georgia Tax Credits; Q&A Time: Nominee 1099s and the Heath Care Sector

May 27, 2023

Market Roundup: Covering May 22 – May 26, 2023; Investment Whys: Deeper Dive into the Economy and Market; Q&A Time: J.P. Morgan Chase Co., Where are the investment opportunities?

April 15, 2023

Market Roundup: Covering April 10 – April 14, 2023; Case Study: Budgeting for Health Care in Retirement; Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd.

January 28, 2023

Market Roundup: Covering Jan. 23 – Jan. 27, 2023; Case Study: We’ve Been Saving and Not Living; Q&A Time: Should I Buy Points on a Mortgage?