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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
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.
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?
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
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
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
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
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
January 15, 2022
Market Roundup: Covering the week of Jan 10 – Jan. 14, 2022; Case Study: Repairing Retirement Savings after Divorce; Q&A Time: Roth IRA eligibility, Principal Financial Group, Sysco, and US Foods
