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September 10, 2022
Market Roundup: Covering Sept. 5 – Sept. 9, 2022; Case Study: Managing multiple 401(k)s; Q&A Time: Will my student loan forgiveness be taxable?
August 27, 2022
Market Roundup: Covering Aug. 22 – Aug. 26, 2022; Case Study: Leaving an IRA to a Granddaughter; Q&A Time: The TJX Companies, Illinois Tool Works, and Tesla’s Stock Split
August 20, 2022
Market Roundup: Covering Aug. 15 – Aug. 19, 2022; Case Study: Social Security Strategies When Returning to Work; Q&A Time: The Balance Between “Growth” and “Value”
August 13, 2022
Market Roundup: Covering Aug. 8 – Aug. 12, 2022; Case Study: Minimizing the Surprise of RMDs; Q&A Time: Social Security COLAs and a r/wallstreetbets Teen
August 6, 2022
Market Roundup: Covering Aug. 1 – Aug. 5, 2022; Case Study: Options for Higher Education Savings; Q&A Time: Technology Sector and Self-Directed IRAs
July 30, 2022
Market Roundup: Covering July 25 – July 29, 2022; Case Study: Problems with Highly Concentrated Positions; Q&A Time: European Index Funds and Interest Rates on Student Loans
July 23, 2022
Market Roundup: Covering July 18 – July 22, 2022; Case Study: Fixed-Income Strategy during High Inflation; Q&A Time: Opening and Funding a Roth IRA for a Teen
July 16, 2022
Market Roundup: July 11 – July 15, 2022; Case Study: In Uncertain Times, Do Annuities Make Sense?; Q&A Time: Gains from I Bonds and Inverted Yield Curves
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
July 2, 2022
Market Roundup: Covering June 27 – July 1, 2022; Case Study: 401(k) Allocations; Q&A Time: I Bonds and MicroStrategy Inc.
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
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
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
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
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
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
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
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”
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
April 16, 2022
Market Roundup for April 11-15, 2022; “Buy Now Pay Later” apps AfterPay, Affirm, Klarna, and QuadPay.
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
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
