July 25, 2026

July 25, 2026: Navigating Mortgages, The Credit Divide, and Upsizing Retirement
Inside the Mortgage Process; A Tale of Two Credit Economies; Aging in Place—or Living Larger; Investors Questioning AI Spending

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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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June 17, 2023

Market Roundup: Covering June 12 – June 16, 2023; Case Study: Secure Act 2.0 provisions for education expenses; Q&A Time: Should we worry about the market breadth?

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