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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March 4, 2023

Market Roundup: Covering Feb. 27 – March 3, 2023; Case Study: How the SECURE Acts affected RMDs; Q&A Time: The valuation model and student loans

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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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August 27, 2022

Market Roundup: Covering Aug. 22 – Aug. 26, 2022; Case Study: Leaving an IRA to a Granddaughter; Q&A Time: The TJX Companies, Illinois Tool Works, and Tesla’s Stock Split

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