March 28, 2026

March 28, 2026: Oil Prices, Exit Plans, Umbrellas, and Mortgage Math
Reading the Market: Labor, Data, and Geopolitics; After the Sale: Purpose, Not Just Proceeds; Matching Risk, Not Just Net Worth; Protecting a Good Asset Decision in an Unfortunate Life Transition

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August 16, 2025

Slowing Consumer Prices but Hot Producer Prices; Is Financial Stability the New Love Language? From Stock Options to Stress; When Your Vesting Schedule Outruns Your Career

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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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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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May 11, 2024

Market Roundup: May 6 – May 10, 2024; Case Study: Pitfalls that Could Derail Your Retirement; Q&A Time: Mid-life Career Changes

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April 6, 2024

Market Roundup: April 1 – April 5, 2024; Case Study: When to Begin Social Security Benefits; Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision

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January 13, 2024

Market Roundup: Jan. 8 – Jan 12, 2024; Case Study: Paying off a Mortgage before Retirement; Q&A Time: FDIC Limits and AstraZeneca

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December 16, 2023

Market Roundup: Covering Dec. 11 – Dec 15, 2023; Case Study: The Retirement Sweet Spot; Q&A Time: Would you choose callable or non-callable CDs?

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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.

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March 25, 2023

Market Roundup: Covering March 20 – March 24, 2023; Case Study: Real Estate as a “Retirement Career;” Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA?

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