February 3, 2024

Market Roundup: Jan. 29 – Feb. 2, 2024; Case Study: Portfolio Moves and Politics; Q&A Time: P/E Valuations of U.S. and International Equities

Read More

August 19, 2023

Market Roundup: Covering August 14 – 18, 2023; Case Study: Nonqualified Deferred Compensation Plans; Q&A Time: Roth IRAs, BioNTech, and Valero Energy

Read More

July 22, 2023

Market Roundup: Covering July 17 – July 21, 2023; Case Study: Rollover for Business Startups; Q&A Time: Investing in Individual Stocks vs. Mutual Funds

Read More

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?

Read More

April 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 More

December 17, 2022

Market Roundup: Covering Dec. 12 – Dec. 16, 2022; Case Study: Planning with a Highly Appreciated Asset; Q&A Time: Preparing a Minor for an Inheritance and Institutional Shares

Read More

September 24, 2022

Market Roundup: Covering Sept. 19 – Sept. 23, 2022; Case Study: Retirement in a Recession; Q&A Time: How will Europe’s skyrocketing energy costs affect us?

Read More