August 9, 2025

Defensive Sectors, Consumer Sentiment, and Solid Earnings; Rigged or Reputable? The Battle Over U.S. Job Data; Sticker Shock: The New Price of Living Well in America; RMD Strategy or Sales Pitch? What to Ask About Annuities

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June 21, 2025

Don’t Let Your Cash Nap: Smarter Ways to Save; Rates on Hold, Markets on Edge; Left, Right, or Buy-and-Hold? Fur Babies and Financial Realities

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May 3, 2025

Why are Investors excited about a P/E of 24? Comparing the rise in gold to the major indices; Economic Data: GDP, Consumer Sentiment, Earnings; Navigating Required Minimum Distributions (RMDs)

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April 19, 2025

Chasing Policy Noise is a Fool’s Game, Market Update: CPI, Fed Minutes, PPI, and Consumer Sentiment, Financial Lessons from NCAA and NIL Agreements

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April 20, 2024

Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”

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October 7, 2023

Market Roundup: Covering October 2 – October 6, 2023; Case Study: The Multiple Rule Sets that Govern Inherited IRA RMDs; Q&A Time: Social Security Survivor’s Benefits

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September 23, 2023

Market Roundup: Covering September 18 – September 22, 2023; Case Study: Finances for Aging Parents; Q&A Time: Should I invest in both 401(k) plans?

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July 8, 2023

Market Roundup: Covering July 3 – July 7, 2023; Case Study: 401(k) Beneficiary Designations; Q&A Time: Employer Matching Contributions and “Do I need a will?”

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