February 17, 2024

Market Roundup: Feb 12 – Feb 16, 2024; Case Study: The Final Tax Return; Q&A Time: Vanguard Real Estate Index Fund

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November 18, 2023

Market Roundup: Covering November 13 – November 17, 2023; Study: Using Trusts to Pass on Wealth; Q&A Time: What are the “sweet spots” in the current Treasury market?

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October 28, 2023

Market Roundup: Covering October 23 – October 27, 2023; Case Study: New Options for Student Loan Payments; Q&A Time: Assessing a Portfolio’s Diversification

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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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September 9, 2023

Market Roundup: Covering September 5 – September 8, 2023; Case Study: Feeling Broke Once You’ve Retired; Q&A Time: Do European Stocks Offer More Value?

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June 24, 2023

Market Roundup: Covering June 19 – June 23, 2023; Case Study: Estate Planning for Unmarried Couples; Q&A Time: Opinions on PDD Holdings, Inc.

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June 10, 2023

Market Roundup: Covering June 5 – June 9, 2023; Case Study: Get This College Grad off My Couch! Q&A Time: Found money—to save or to spend

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May 27, 2023

Market Roundup: Covering May 22 – May 26, 2023; Investment Whys: Deeper Dive into the Economy and Market; Q&A Time: J.P. Morgan Chase Co., Where are the investment opportunities?

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May 6, 2023

Market Roundup: Covering April 26 – May 2, 2023; Case Study: Borrowing from your 401(k); Q&A Time: Intuitive Surgical and Raytheon

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February 25, 2023

Market Roundup: Covering Feb 20 – Feb. 24, 2023; Case Study: I Set It and Forgot It; Special 35th Anniversary Retrospective with Dr. Gene, Bil, and Jennifer

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