July 18, 2026

July 18, 2026: Markets, Mortgages and Money Myths
What’s Moving the Markets? Is Now the Wrong Time to Move? Does Yesterday’s Financial Advice Still Work Today? When an Investment Is Too Good to Be True

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October 25, 2025

October 25, 2025: Stolen Titles, Stalled Government, and Europe’s Edge Home Sweet… Stolen? Understanding Title Theft; Senate Stalemate and Server Crashes; Going Global: Is Europe Calling Your Portfolio?

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January 18, 2025

Market Roundup: Jan. 13 – Jan. 17, 2025; The Evolution of the Starter Home; Case Study: Financial Independence, Retire Early; What Might Shape 2025

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October 19, 2024

Market Roundup: Oct. 14 – Oct. 18, 2024; Case Study: Test Driving a Retirement Plan; Q&A Time: Retirement Portfolio Withdrawal Rates

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May 18, 2024

Market Roundup: May 13 – May 17, 2024; Case Study: Roth IRA Retirement Income Strategy; Q&A Time: 404(k) Rollovers to an IRA then into a 401(k)

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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 30, 2023

Market Roundup: Covering September 25 – September 27, 2023; Case Study: Insurance is Your Plan’s Safety Net; Q&A Time: Should we deposit $70,000 into our children’s 529 Plan?

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