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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August 2, 2025

Fed Holds Rates, No Set Plan for a Rate Cut; Matthew Reed, CPA/ABV: Post-Tax Season Debrief and OBBBA Changes that Affect You; Part 2, Evolution of Payments: Stablecoin

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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 22, 2025

The Henssler Ten Year Rule; Market Roundup: Strong Economy Despite Falling Consumer Confidence; Diversification; Centenarians and Financial Planning

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September 28, 2024

Market Roundup: Sept. 23 – 27, 2024; Case Study: Planning for Changes on the Horizon; Q&A Time: Real Estate in an IRA and The Coca-Cola Company

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April 1, 2023

Market Roundup: Covering March 27 – March 31, 2023; Case Study: Stuck in the Sandwich Generation; Q&A Time: Medicare and Pinterest

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October 29, 2022

Market Roundup: Covering Oct. 24 – Oct. 28, 2022; Case Study: Gifting During Your Lifetime; Q&A Time: Filling out the FAFSA and Crown Holdings

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October 1, 2022

Market Roundup: Covering Sept. 26 – Sept. 30, 2022; Case Study: Alternative Investments; Q&A Time: Combining finances when getting married

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