July 19, 2025

Tame Market, Muted Returns; Loyalty vs. Logic: When Staying Costs More; The New Lease on Spending: Buy vs. Lease in Everyday Life; The Psychology of a Big Purchase; Home Equity: Invest It or Pay Down Debt?

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June 21, 2025

Don’t Let Your Cash Nap: Smarter Ways to Save; Rates on Hold, Markets on Edge; Left, Right, or Buy-and-Hold? Fur Babies and Financial Realities

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August 17, 2024

Market Roundup: August 12—16, 2024; Case Study: Hazards on the Road to Retirement; Q&A Time: In-plan Roth Conversions

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April 20, 2024

Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”

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February 24, 2024

Market Roundup: Feb 19 – Feb 23, 2024; Investment Whys: Economic Outlook; Q&A Time: Applied Materials and Medical Debt

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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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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

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May 20, 2023

Market Roundup: Covering May 15 – May 19, 2023; Case Study: Upcoming Changes to the FAFSA; Q&A Time: What would be a good time to buy in this market environment?

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February 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

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January 21, 2023

Market Roundup: Covering Jan. 16 – Jan. 20, 2023; Case Study: I Stopped Saving in 2022 Because of Inflation; Q&A Time: Refusing a Bequest and Walmart’s Buy Now Pay Later platform

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