April 11, 2026

April 11, 2026:
The AI Excuse & The Winner’s Dilemma: AI Washing Wall Street; Your Biggest Winner… Your Biggest Risk

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March 7, 2026

March 7, 2026: Headlines and Hard Decisions: War, AI, and Dividing Assets
Headlines and Wall Street; Discipline Over Drama; Separating Signal from Story; The Hidden Financial Decisions in Divorce

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January 31, 2026

January 31, 2026: Behavioral Biases, Proxy Power, and Planning for the Future
Nostalgia, Narratives, and Portfolio Risk; The Power Behind the Proxy; Front-Loading College Savings: The 529 Superfunding Strategy; Signals from the Fed and Silicon Valley

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December 20, 2025

December 20, 2025: Holiday Trends, Market Signals, and Big Changes Ahead:
Holiday Fads & Favorites; Holiday Spending Checkup; Employment Data and Market Breadth; The Student Loan Reset: New Rules, New Risks, New Decisions

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October 11, 2025

Haunted by Costs: Halloween Budgets, AI Bubbles & Financial Futures:
Shrugging off a Shutdown; Cost of Keeping it Creepy; The AI Boom: Smart Bet or Costly Hype; Out of Money or Out of Time

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May 31, 2025

Reciprocal Tariffs Shot Down; Nvidia Earnings, New Home Sales, Durable Goods, Consumer Confidence How Do You Make Investment Decisions Through the Noise? Student Loan Squeeze; AI’s Growing Influence on Financial Planning

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March 1, 2025

Nvidia Earnings, Consumer Sentiment, DOGE Committee; Should the U.S. Have a Sovereign Wealth Fund? Tipping and the Services Sector

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February 1, 2025

DeepSeek and Nvidia’s Selloff; Making the Case for Selling Stocks; Monetary Policy Meeting; Millennial Phantom Wealth

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January 4, 2025

Market Roundup: Dec. 30, 2024 – Jan. 3, 2025; Case Study: Magic Numbers and Retirement Spending; Q&A Time: Intel Corp., and Trading Hours

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May 6, 2023

Market Roundup: Covering April 26 – May 2, 2023; Case Study: Borrowing from your 401(k); Q&A Time: Intuitive Surgical and Raytheon

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