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July 9, 2022

Market Roundup: Covering July 5 – July 8, 2022; Case Study: Mid-Year Tax Reviews; Q&A Time: Dollar-Cost Averaging and Fixing Credit Errors

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July 2, 2022

Market Roundup: Covering June 27 – July 1, 2022; Case Study: 401(k) Allocations; Q&A Time: I Bonds and MicroStrategy Inc.

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June 25, 2022

Market Roundup: Covering June 20 – June 24, 2022; Case Study: Mid-Year Review Provides Time to Make Financial Changes; Q&A Time: What to Do with Eight-Year Money Sitting in Cash

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June 18, 2022

Market Roundup: June 13 – June 17, 2022; Case Study: Investing Don’ts for Volatile Markets; Q&A Time: Tesla—Behavioral and Fundamental Views; Where to Invest Emergency Funds

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June 11, 2022

Market Roundup: June 6 – June 10, 2022; Case Study: Retirement Asset Allocation and Inflation; Q&A Time: Bias Toward Value Stocks, FS KKR Capital Corp., and cash-out refinance

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June 4, 2022

Market Roundup: Covering May 31 – June 3; Case Study: Time a Conversion, Not the Market; Q&A Time: The Sandwich Generation, McCormick & Company, and PepsiCo

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May 21, 2022

Market Roundup: Covering May 16 – May 20, 2022; Case Study: The Panic of a DIY Investor; Q&A Time: Okta, CrowdStrike, and Cloudflare

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May 14, 2022

Market Roundup: Covering May 9 – May 13, 2022; Case Study: Estate Planning for a Second Marriage; Q&A Time: Passive vs. Active Investing and Coinbase

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May 7, 2022

Market Roundup: Covering May 2 – May 6, 2022; Case Study: Adviser Can Help Focus Retirement Goals; Q&A Time: Converting 401(k) Funds and Strategic and Tactical Portfolio Moves

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April 30, 2022

Market Roundup: Covering April 25-26, 2022; Q&A Time: Market Downturn and an IRA donated to Charity; Special: “Our Three Cents: The Four D’s”

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April 23, 2022

Market Roundup: Covering the week of Apr. 18 – Apr. 22, 2022; Case Study: Financially Helping Adult Children; Q&A Time: 401(k) Plan Failed Nondiscriminatory Test and 401(k) Savings Goals

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April 16, 2022

Market Roundup for April 11-15, 2022; “Buy Now Pay Later” apps AfterPay, Affirm, Klarna, and QuadPay.

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April 9, 2022

Market Roundup: Covering the week of Apr. 4 – Apr. 8, 2022; Case Study: Receiving Benefits from LTC Insurance Policies; Q&A Time: Defensive Positions and Cryptocurrencies

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April 2, 2022

Market Roundup: Covering the week of Mar. 28 – April 1, 2022; Investment Whys: Yield Curve, Inflation, and Interest Rates; Q&A Time: Spousal IRA Contributions and Real Estate

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March 26, 2022

Market Roundup: Covering the week of Mar 21 – Mar. 25, 2022; Case Study: Buying a House with Cash; Q&A Time: Mortgage PMI and Good Brands, Lousy Stocks

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March 19, 2022

Market Roundup for Mar 14 – Mar. 18, 2022; Case Study: Health Savings Accounts; Q&A Time: Emerging Markets and Stagflation

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March 12, 2022

Market Roundup: Covering the week of Mar 7 – Mar. 11, 2022; Case Study: Fiduciary Duty ; Q&A Time: Roth Investment or Conversion, and Amazon.com

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March 5, 2022

Viewpoints: Russia-Ukraine Conflict; Market Roundup: Covering the week of Feb. 28 – Mar. 4, 2022; Case Study: Portfolio Diversification; Q&A Time: Life Insurance, Ford Motor Co. General Motors and AmBev S.A.

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February 26, 2022

Market Roundup: Covering the week of Feb. 21 – Feb. 25, 2022; Case Study: Income-Related Monthly Adjustment Amounts; Q&A Time: You’ve Sold your Business—Now What?

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February 19, 2022

Market Roundup: Covering the week of Feb. 14 – Feb. 18, 2022; Case Study: Four Important Rules for Required Minimum Distributions; Q&A Time: TIPS Funds and ETFs, and Using 401(k) Funds to Pay Debt

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February 12, 2022

Market Roundup: Covering the week of Feb. 7 – Feb. 11, 2022; Case Study: What Happens When You Don’t Designate a Beneficiary; Q&A Time: I Bonds and Qualified Charitable Distributions

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February 5, 2022

Market Roundup: Covering the week of Jan. 31 – Feb. 4, 2022; Case Study: What You Need to Know About Cost Basis; Q&A Time: Who to Name as Beneficiary and Bank of America

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January 29, 2022

Market Roundup: Covering the week of Jan. 24 – Jan. 28, 2022; Case Study: What You Need to Know About Tax Season; Q&A Time: Overweighting Financials and Volatility in the NASDAQ

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January 22, 2022

Market Roundup: Covering the week of Jan. 17 – Jan. 21, 2022; Case Study: Using Trusts in Estate Planning; Q&A Time: SoFi Technologies, a house divided, and Social Security statements