Posts Tagged ‘CPI’
April 13, 2024
Market Roundup: April 8 – April 12, 2024; Case Study: Investing as a Couple; Q&A Time: How late is too late to start saving for retirement?
Read MoreDecember 16, 2023
Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?
Read MoreOctober 14, 2023
Market Roundup: Covering October 9 – October 13, 2023; Case Study: Having all Tax-Deferred Retirement Savings; Q&A Time: Investments Inside an Annuity
Read MoreSeptember 16, 2023
Market Roundup: Covering September 11 – September 15, 2023; Case Study: The Surprise Vacation Home Purchase; Q&A Time: Starbucks, Corp.
Read MoreApril 15, 2023
Market Roundup: Covering April 10 – April 14, 2023; Case Study: Budgeting for Health Care in Retirement; Time: Borrowing for College, Occidental Petroleum, and Schlumberger Ltd.
Read MoreMarch 18, 2023
Market Roundup: Covering March 13 – March 17, 2023; Investment Whys: The U.S. Banking System after Recent Failures
Read MoreFebruary 18, 2023
Market Roundup: Covering Feb 13 – Feb. 17, 2023; Case Study: Planning Using SECURE Act Rules; Q&A Time: Interest from TIPS funds and Shrinkflation
Read MoreJanuary 14, 2022
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to discuss how the market is faring at the start of 2023, top movers in the market, and inflation. The hosts team up to discuss how when clients divorce, a…
Read MoreNovember 12, 2022
Market Roundup: Covering Nov. 7 – Nov. 11, 2022; Case Study: State Tax Snare for Remote Workers; Q&A Time: Lottery Winnings and Life Insurance
Read MoreOctober 15, 2022
Market Roundup: Covering Oct. 10 – Oct. 14, 2022; Case Study: Fixed Income Investing — Bond Ladders; Q&A Time: Stockpiling Cash and Actively Managed Funds
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