Podcasts

Money Talks - March 13, 2021

Published: March 15, 2021, 2 p.m.
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CaseStudy: Opening A Roth IRA for a Child

Published: March 15, 2021, 2 p.m.
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Market Roundup: Covering the Week of March 8 - 12

Published: March 15, 2021, 2 p.m.
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Interview: Travis Suit of Piper’s Angels Foundation

Published: March 15, 2021, 2 p.m.
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Money Talks - March 6, 2021

Published: March 8, 2021, 10 p.m.
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Case Study: Retiring Early? Don’t Overlook Health Care Costs

Published: March 8, 2021, 10 p.m.
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Market Roundup: DJIA and S&P 500 Post Gains Despite Mid-Week Selloff

Published: March 8, 2021, 10 p.m.
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Q&A Time: Stop Orders and Electric Vehicle Production Stocks

Published: March 8, 2021, 10 p.m.
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Money Talks - February 27, 2021

Published: March 2, 2021, 1:30 p.m.
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Investment Whys: Recession Recovery and More Stimulus

Published: March 2, 2021, 1:30 p.m.
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Money Talks - February 20, 2021

Published: Feb. 23, 2021, 1:30 p.m.
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Case Study: Ramp Up Your Savings Not Your Aggressiveness

Published: Feb. 23, 2021, 1:30 p.m.
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Money Talks - February 13, 2021

Published: Feb. 16, 2021, 1:30 p.m.
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Case Study: The GameStop Anomaly and Fundamental Stock Analysis

Published: Feb. 16, 2021, 1:30 p.m.
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Case Study: In What Order Should an Investor Tap His Funds?

Published: Feb. 9, 2021, 1:34 p.m.
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Money Talks - February 6, 2021

Published: Feb. 9, 2021, 1:30 p.m.
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Market Roundup: Week Ended on High Note as Earnings, Employment Encouraged Investors

Published: Feb. 9, 2021, 1:30 p.m.
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Q&A Time: Employer Cuts 401(k) Match, Slack Technologies and Salesforce Merger

Published: Feb. 9, 2021, 1:30 p.m.
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Money Talks - January 30, 2021

Published: Feb. 2, 2021, 1:30 p.m.
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Case Study: Pandemic Lessons Can Lead to Better Financial Habits

Published: Feb. 2, 2021, 1:30 p.m.
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Market Roundup: Markets Learned of a New Type of Risk, Retail Investor “Cyberbulling"

Published: Feb. 2, 2021, 1:30 p.m.
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Q&A Time: Coronavirus-Related Items That May Wreak Havoc on Your Income Tax Return

Published: Feb. 2, 2021, 1:30 p.m.
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Money Talks - January 23, 2021

Published: Jan. 26, 2021, 1:30 p.m.
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Case Study: Coverage Lapse—All May Not be Lost with LTC Policies

Published: Jan. 26, 2021, 1:30 p.m.
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Market Roundup: Inauguration Good One for Equities as Major Indices Posted Solid Gains

Published: Jan. 26, 2021, 1:30 p.m.
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Q&A Time: Downside Risk to the Dollar and Emerging Market Funds

Published: Jan. 26, 2021, 1:30 p.m.
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Money Talks - January 16, 2021

Published: Jan. 19, 2021, 1:30 p.m.
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Case Study: Allocating Funds for 10-Year Liquidity in an Uncertain Environment

Published: Jan. 19, 2021, 1:30 p.m.
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Market Roundup: Relatively Flat Week as Fourth Quarter 2020 Earnings Reports Begin

Published: Jan. 19, 2021, 1:30 p.m.
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Q&A Time: Free Trades, a Utilities Recovery, and How Higher Taxes May Help

Published: Jan. 19, 2021, 1:30 p.m.
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Money Talks - January 9, 2021

Published: Jan. 12, 2021, 1:30 p.m.
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Case Study: $900 Billion Relief Package Targets Individuals and Businesses

Published: Jan. 12, 2021, 1:30 p.m.
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Market Roundup: Stocks Hit All-Time Highs on Biden's Commitment to Push for more Stimulus

Published: Jan. 12, 2021, 1:30 p.m.
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Q&A Time: Opinions on the Real Estate Market and Using REITs for Growth Opportunity

Published: Jan. 12, 2021, 1:30 p.m.
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Investment Whys: Economic Growth Tempered by Inflation

Published: Jan. 5, 2021, 1:30 p.m.
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Money Talks - January 2, 2021

Published: Jan. 5, 2021, 1:30 p.m.
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Designing and Managing an Investment Portfolio

Published: Dec. 22, 2020, 8:18 p.m.
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Money Talks - December 19, 2020

Published: Dec. 22, 2020, 1:30 p.m.
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Market Roundup: Market Finishes Up for the Week

Published: Dec. 22, 2020, 1:30 p.m.
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Q&A Time: Industrial Holdings Raytheon Technologies Corp. and General Dynamics Corp.

Published: Dec. 22, 2020, 1:30 p.m.
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Money Talks - December 12, 2020

Published: Dec. 15, 2020, 1:30 p.m.
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Case Study: “Simple” Division of Assets Can Create Larger Estate Plan Issues;

Published: Dec. 14, 2020, 8:18 p.m.
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Money Talks - December 5, 2020

Published: Dec. 8, 2020, 1:30 p.m.
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Case Study: Year-End Financial Moves You Should Make Regardless of Politics

Published: Dec. 8, 2020, 1:30 p.m.
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Q&A Time: Financial Advice for a First Job and an Investment in Steaming Service Spotify

Published: Dec. 8, 2020, 1:30 p.m.
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Market Roundup: Stocks Climbed Higher During Week on Hopes of Stimulus and Virus Vaccine

Published: Dec. 7, 2020, 6:49 p.m.
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Money Talks - November 21, 2020

Published: Nov. 24, 2020, 1:30 p.m.
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Money Talks - November 14, 2020

Published: Nov. 17, 2020, 1:30 p.m.
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Case Study: Asset Allocation: Strategically Planning with Tactical Moves

Published: Nov. 17, 2020, 1:30 p.m.
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Market Roundup: Indices Post Notable Gains, Possible COVID Vaccine and Predicted President

Published: Nov. 17, 2020, 1:30 p.m.
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Q&A Time: Bond Funds, Getting More Return from Your Investments, and Tech Stocks

Published: Nov. 17, 2020, 1:30 p.m.
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Q&A Time: Workflow Management Platform Operator Asana’s Direct Listing

Published: Nov. 10, 2020, 1:30 p.m.
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Money Talks - November 7, 2020

Published: Nov. 9, 2020, 1:30 p.m.
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Case Study: Planning Necessary to Best Manage a Long-Term Care Event

Published: Nov. 9, 2020, 1:30 p.m.
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Market Roundup: Stocks Finish Week Flat as Election Results Remained Undetermined Friday

Published: Nov. 9, 2020, 1:30 p.m.
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Money Talks - October 24, 2020

Published: Oct. 27, 2020, 4 a.m.
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Case Study: Financial Plan Adjustments During a Forced Retirement

Published: Oct. 27, 2020, 4 a.m.
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Investment Whys: Pandemic Created Disparity in Commercial and Home Real Estate Markets

Published: Oct. 27, 2020, 4 a.m.
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Money Talks - October 17, 2020

Published: Oct. 19, 2020, 6:39 p.m.
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Case Study: Determining Your Retirement Withdrawal Rate

Published: Oct. 19, 2020, 6:36 p.m.
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Market Roundup: Mid-Week Slip Results in Mixed Week for Indices

Published: Oct. 19, 2020, 6:35 p.m.
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Q&A Time: Is REIT investing becoming obsolete or is this just a rough patch?

Published: Oct. 19, 2020, 6:33 p.m.
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Money Talks - October 10, 2020

Published: Oct. 12, 2020, 5:21 p.m.
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Case Study: Still Too Early to Make Moves in Anticipation of Higher Taxes

Published: Oct. 12, 2020, 5:20 p.m.
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Market Roundup: S&P 500 and NASDAQ each Post Their Best Weekly Gains Since July

Published: Oct. 12, 2020, 5:18 p.m.
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Q&A Time: The Pandemic and Social Security, Anthem, and Year-End Financial Moves

Published: Oct. 12, 2020, 5:16 p.m.
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Money Talks - October 3, 2020

Published: Oct. 6, 2020, 5 p.m.
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Market Roundup: Despite Friday's Drop, Stocks Gain Over Prior Week

Published: Oct. 6, 2020, 4:49 p.m.
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Q&A Time: Is It Too Late to Trim S&P 500 holdings for Russell 1000 Growth Stocks?

Published: Oct. 6, 2020, 4:46 p.m.
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Viewpoints: The Market’s Reaction to the Presidential Debate

Published: Oct. 6, 2020, 4:43 p.m.
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Money Talks - September 26, 2020

Published: Sept. 28, 2020, 7:27 p.m.
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CPA Insight: Presidential Candidates Differ on Taxes in Several Key Areas

Published: Sept. 28, 2020, 7:25 p.m.
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Market Roundup: Weekly Gains Not Enough to Recoup Last Week's Losses

Published: Sept. 28, 2020, 7:22 p.m.
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Money Talks - September 19, 2020

Published: Sept. 21, 2020, 7:47 p.m.
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Case Study: Growth and Value – Now is Not the Time to Switch Courses

Published: Sept. 21, 2020, 7:45 p.m.
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Market Roundup: Fed's Assessment of Economy Results in Investors Pulling Away from Equities

Published: Sept. 21, 2020, 7:41 p.m.
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Money Talks - September 12, 2020

Published: Sept. 14, 2020, 4:53 p.m.
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Case Study: Don’t Lose Sight of Your Sell Strategy

Published: Sept. 14, 2020, 4:52 p.m.
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Market Roundup: Major Indices Fall for Second Week

Published: Sept. 14, 2020, 4:49 p.m.
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Q&A Time: Is The Recent Tesla Drop a Buying Opportunity?

Published: Sept. 14, 2020, 4:47 p.m.
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Money Talks - August 29, 2020

Published: Aug. 31, 2020, 8:15 p.m.
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Investment Whys: A Tale of Debt, Deficit, and Inflation

Published: Aug. 31, 2020, 8:13 p.m.
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Market Roundup: Solid Gains, All-Time Highs, Low Interest Rates, and Muted Inflation

Published: Aug. 31, 2020, 8:11 p.m.
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Money Talks- August 22, 2020

Published: Aug. 24, 2020, 4:18 p.m.
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Case Study: Refinance To Avoid “House Rich, Cash Poor”

Published: Aug. 24, 2020, 4:17 p.m.
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Money Talks - August 15, 2020

Published: Aug. 17, 2020, 7:13 p.m.
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Case Study: SEPP Arrangements as a Last Resort

Published: Aug. 17, 2020, 7:11 p.m.
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Market Roundup: Positive Week as Overweighted Tech Sector Leads Market Movements

Published: Aug. 17, 2020, 7:10 p.m.
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Q&A Time: Spousal IRAs and Fertilizer Companies Scotts Miracle Grow and Mosaic

Published: Aug. 17, 2020, 7:08 p.m.
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Money Talks - August 8, 2020

Published: Aug. 10, 2020, 5:33 p.m.
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Case Study: Defining What Retirement Looks Like for You

Published: Aug. 10, 2020, 5:31 p.m.
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Q&A Time: The Oil Sector and Should an Investor Pay off a Mortgage Before Retirement

Published: Aug. 10, 2020, 5:28 p.m.
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Money Talks - August 1, 2020

Published: Aug. 3, 2020, 6:01 p.m.
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Investment Whys:

Published: Aug. 3, 2020, 5:59 p.m.
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Market Roundup: Mixed Week With Worries of Economic Recovery and Mixed Earnings

Published: Aug. 3, 2020, 5:58 p.m.
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Q&A Time: A Listener’s Question on the Not-So-Struggling Retail Sector

Published: Aug. 3, 2020, 5:56 p.m.
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Mmoney Talks - July 25, 2020

Published: July 27, 2020, 6:47 p.m.
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Case Study: Pandemic Hasn’t Changed Trends in Long-Term Care Insurance

Published: July 27, 2020, 6:46 p.m.
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Money Talks - July 18, 2020

Published: July 20, 2020, 6:36 p.m.
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Case Study: CARES Act: 60-Day Rollover as Roth Conversion

Published: July 20, 2020, 6:35 p.m.
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Market Roundup: Optimism About a COVID-19 Vaccine Spurred Investors Mid-Week

Published: July 20, 2020, 6:33 p.m.
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Q&A Time: Why Dow Rallies on Vaccine Speculation and Chinese Plastics Company

Published: July 20, 2020, 6:31 p.m.
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Money Talks - July 11, 2020

Published: July 13, 2020, 6:29 p.m.
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Case Study:There Is No Substitute for Doing Your Homework

Published: July 13, 2020, 6:22 p.m.
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Market Roundup: Daily Moves Remain Sensitive to COVID-19 Cases and Treasury Prices

Published: July 13, 2020, 6:17 p.m.
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Money Talks - June 27, 2020

Published: June 29, 2020, 8:40 p.m.
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Case Study: Recovery, Elections, and Ugly Economic News

Published: June 29, 2020, 8:39 p.m.
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Market Roundup: Benchmark Indices Down As Investors Wary of Rising COVID-19 Cases

Published: June 29, 2020, 8:37 p.m.
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Q&A Time: Coronavirus Distributions from a Roth, and Stimulus Debit Cards

Published: June 29, 2020, 8:36 p.m.
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Money Talks - June 20, 2020

Published: June 22, 2020, 7:14 p.m.
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Case Study: Pandemic Investing: Don't Touch Your Face; Don't Touch Your 401(k)

Published: June 22, 2020, 7:13 p.m.
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Q&A Time: What To Do When Your Employer Suspends the 401(K) Match

Published: June 22, 2020, 7:07 p.m.
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Money Talks - June 13, 2020

Published: June 15, 2020, 8:53 p.m.
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Case Study: Cash Flow and Survival Mode: Planning for Hard Times

Published: June 15, 2020, 8:49 p.m.
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Market Roundup: Thursday's Plunge on Fed Remarks Wipes Gains from Early Week

Published: June 15, 2020, 8:47 p.m.
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Money Talks - June 6, 2020

Published: June 8, 2020, 8:01 p.m.
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Case Study: Overcoming Loss Aversion and the Desire to Sell When the Market is Down

Published: June 8, 2020, 8 p.m.
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Market Roudup: Strong Week for Stock Market as S&P Closes Up 40% from March Low

Published: June 8, 2020, 7:56 p.m.
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Money Talks - May 30 2020

Published: June 1, 2020, 7:01 p.m.
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Case Study: Minimizing the Tax Burden of an Inherited IRA

Published: June 1, 2020, 6:59 p.m.
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Money Talks - May 16, 2020

Published: May 18, 2020, 7:13 p.m.
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Investment Whys: Volatile Markets? Pay Attention to the Dividend Story

Published: May 18, 2020, 7:11 p.m.
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Viewpoints: How Schools Reopening May Influence Economies Reopening

Published: May 18, 2020, 7:06 p.m.
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Q&A Time: Uber Eats and GrubHub, Airline Failures, and Schwab's Security Guarnatee

Published: May 18, 2020, 7:03 p.m.
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Money Talks - May 9, 2020

Published: May 11, 2020, 6:36 p.m.
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Case Study: Business Owners Have Tough Choices When Using PPP Loan Funds

Published: May 11, 2020, 6:34 p.m.
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Market Roundup: Solid Weekly Gains Despite Sky-High Unemployment Numbers

Published: May 11, 2020, 6:32 p.m.
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Investment Whys: A Lesson on a Hacked Brokerage Account

Published: May 11, 2020, 6:30 p.m.
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Q&A Time: Hilton Worldwide Holdings Inc. and Vanguard Energy Index Fund ETF

Published: May 11, 2020, 6:28 p.m.
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Money Talks - May 2, 2020

Published: May 4, 2020, 7:44 p.m.
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Case Study: Expanded Guidance for Recontributing 2020 RMDs

Published: May 4, 2020, 7:42 p.m.
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Money Talks - April 25, 2020

Published: April 27, 2020, 7:47 p.m.
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Investment Whys: Despite the Pandemic, the Market is Still Expensive

Published: April 27, 2020, 7:46 p.m.
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Market Roundup: Friday's Rally Not Enough to Erase Losses for Week

Published: April 27, 2020, 7:43 p.m.
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Q&ATime: What should we be buying: Technology or Healthcare?

Published: April 27, 2020, 7:41 p.m.
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Money Talks - April 18, 2020

Published: April 20, 2020, 8:38 p.m.
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Viewpoints: It's Not Fair

Published: April 20, 2020, 8:37 p.m.
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Market Roundup: Positive Week for Major Indices on Hopes Pandemic Peak has Been Reached

Published: April 20, 2020, 8:35 p.m.
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CPA Insight: Delayed Tax Season, State Filings and Statute of Limitations Extension for 2016

Published: April 20, 2020, 8:33 p.m.
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Viewpoints: What Will Our Return to Normal Look Like?

Published: April 20, 2020, 8:29 p.m.
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Money Talks - April 11, 2020

Published: April 13, 2020, 7:56 p.m.
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Investment Whys: Stock Market Still the Best for Long-Term Gains

Published: April 13, 2020, 7:52 p.m.
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Market Roundup: Stocks Closed the Holiday-Shortened Week Ahead

Published: April 13, 2020, 7:49 p.m.
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Viewpoints: Student Loan Relief, QCDs, and How theEconomy May Restart

Published: April 13, 2020, 7:44 p.m.
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Money Talks - April 4, 2020

Published: April 6, 2020, 6:45 p.m.
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Investment Whys: Selling Out Now is the Worst Choice You Could Make

Published: April 6, 2020, 6:44 p.m.
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Interview: Pete O’Hern – SBA Lender, Coastal States Bank

Published: April 6, 2020, 6:44 p.m.
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Market Roundup: Down Week as Coronavirus Overwhelms Jobs Market

Published: April 6, 2020, 6:43 p.m.
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Viewpoints: Unemployment for Businesses Who Cut Their Workforce

Published: April 6, 2020, 6:40 p.m.
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Money Talks - March 28, 2020

Published: March 30, 2020, 7:59 p.m.
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Viewpoints: Uncle Sam to the Rescue

Published: March 30, 2020, 7:57 p.m.
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Market Roundup: Stocks Higher for the Week as Congress Passes Stimulus Bill

Published: March 30, 2020, 7:55 p.m.
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Investment Whys: The Economics Behind Refinancing Your Mortgage

Published: March 30, 2020, 7:34 p.m.
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Money Talks - March 21, 2020

Published: March 23, 2020, 9:21 p.m.
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Viewpoints: Are We in a Recession?

Published: March 23, 2020, 9:19 p.m.
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Market Roundup:Investors Fear of COVID-19 Pandemic Prompts Significant Stock Selloff

Published: March 23, 2020, 9:17 p.m.
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Investment Whys: Fed’s Interest Rate Cuts, the Bond Market Refinancing Mortgages

Published: March 23, 2020, 9:15 p.m.
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Money Talks - March 14, 2020

Published: March 16, 2020, 8:33 p.m.
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Case Study: Beginning Investing Starts with Retirement Savings

Published: March 16, 2020, 8:32 p.m.
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Market Roudup: Economic Impact of Coronavirus Felt in Stock Markets Here and Globally

Published: March 16, 2020, 8:30 p.m.
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Money Talks - March 7, 2020

Published: March 9, 2020, 6:21 p.m.
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Case Study: A Lifetime of Insurance Needs

Published: March 9, 2020, 6:18 p.m.
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Market Roundup: Fed Rate Cut Brought Investors Back to the Market, But Volatility Continued

Published: March 9, 2020, 6:12 p.m.
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Money Talks - February 29, 2020

Published: March 2, 2020, 8:16 p.m.
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Case Study: The Suddenly Single Taxpayer

Published: March 2, 2020, 8:14 p.m.
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Market Roundup: Major Sell-Off Pushes Stocks to Double-Digit Losses

Published: March 2, 2020, 8:13 p.m.
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Q&A Time: Tax Treatment of ETF Dividends and Investing In Collectibles

Published: March 2, 2020, 8:10 p.m.
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Money Talks - February 22, 2020

Published: Feb. 25, 2020, 10 p.m.
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Case Study – The Peace of Mind of Having Money When You Need It

Published: Feb. 25, 2020, 9:59 p.m.
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Market Roundup: Run of Weekly Market Gains Stalls as Indices Slip

Published: Feb. 25, 2020, 9:57 p.m.
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Q&A Time: Verizon, College Expenses and IRA Contributions

Published: Feb. 25, 2020, 9:56 p.m.
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Money Talks - February 15, 2020

Published: Feb. 17, 2020, 7:06 p.m.
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Case Study: Charitable Giving Using Life Insurance

Published: Feb. 17, 2020, 7:05 p.m.
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Market Roundup: Postive Week As Indices Continue Reaching New Peaks

Published: Feb. 17, 2020, 7:02 p.m.
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Q&A Time: We Answer, "Who Should Own my Life Insurance Policy?"

Published: Feb. 17, 2020, 6:59 p.m.
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Money Talks - February 8, 2020

Published: Feb. 10, 2020, 8:41 p.m.
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Case Study: Follow the Money

Published: Feb. 10, 2020, 8:37 p.m.
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Market Roundup: S&P 500, Dow and NASDAQ Reach All-Time Highs While Global Stocks Soared

Published: Feb. 10, 2020, 8:36 p.m.
Duration: N/A

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Q&A Time: Diversifying a Concentrated Stock Position and Constellation Brands

Published: Feb. 10, 2020, 8:33 p.m.
Duration: N/A

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Money Talks - February 1, 2020

Published: Feb. 3, 2020, 9:21 p.m.
Duration: N/A

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Case Study: Planning Considerations of Selling Your Business to Your Child

Published: Feb. 3, 2020, 9:20 p.m.
Duration: N/A

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Market Roundup:Coronavirus Worries Rattle Investors for Second Week

Published: Feb. 3, 2020, 9:18 p.m.
Duration: N/A

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Q&A Time: Unwanted Gift Cards, and Stocks FirstCash Inc. and Credit Acceptance Corp.

Published: Feb. 3, 2020, 9:16 p.m.
Duration: N/A

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Money Talks – January 25, 2020

Published: Jan. 27, 2020, 9:28 p.m.
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Case Study: Pension Benefits Actually Require Careful Planning

Published: Jan. 27, 2020, 9:27 p.m.
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Market Roundup: Tough Week as Benchmark Indices Lose Ground

Published: Jan. 27, 2020, 9:26 p.m.
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Q&A Time: ESG Investing and Costco, Eversource Energy, and Keysight Technologies

Published: Jan. 27, 2020, 9:23 p.m.
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Money Talks -- January 18, 2020

Published: Jan. 20, 2020, 8:54 p.m.
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Case Study: The Monetary Challenge of Combining Established Households

Published: Jan. 20, 2020, 8:52 p.m.
Duration: N/A

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Market Roundup: Solid Green Week With Record Finishes for S&P

Published: Jan. 20, 2020, 8:50 p.m.
Duration: N/A

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Q&A Time: Pet Supply E-commerce Business Chewy, Inc. and Preferred Stocks

Published: Jan. 20, 2020, 8:47 p.m.
Duration: N/A

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Money Talks - January 11, 2020

Published: Jan. 13, 2020, 9:25 p.m.
Duration: N/A

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Case Study: The SECURE Act—Not All Bad News for Retirement Plans

Published: Jan. 13, 2020, 9:24 p.m.
Duration: N/A

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Market Roundup: ISM Services Index, Factory Orders, and All-Time High for S&P 500

Published: Jan. 13, 2020, 9:23 p.m.
Duration: N/A

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Q&A Time: Yum Brands, Tax Benefits for Home Accessibility Modifications, and More

Published: Jan. 13, 2020, 9:21 p.m.
Duration: N/A

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Money Talks - January 4, 2020

Published: Jan. 6, 2020, 9:05 p.m.
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Case Study: Missed Your 2019 RMD? Here’s What to Do

Published: Jan. 6, 2020, 9:03 p.m.
Duration: N/A

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Market Roundup: Last Days of 2019 and the Start of teh 2020 Market

Published: Jan. 6, 2020, 9:02 p.m.
Duration: N/A

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Q&A Time: Why You Should Invest Even When the Market is Overvalued

Published: Jan. 6, 2020, 9 p.m.
Duration: N/A

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Money Talks – December 21, 2019

Published: Dec. 30, 2019, 9:54 p.m.
Duration: N/A

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Investment Whys: Expectations for 2020

Published: Dec. 30, 2019, 9:52 p.m.
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Money Talks – December 14, 2019

Published: Dec. 17, 2019, 4:44 p.m.
Duration: N/A

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Case Study: How Do I Develop a Spending Plan?

Published: Dec. 17, 2019, 4:43 p.m.
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Market Roundup: Market Positive for Week on Trade Deal Developments

Published: Dec. 17, 2019, 4:42 p.m.
Duration: N/A

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Q&A Time: Investment Strength and “Insur-tech” Gainbridge

Published: Dec. 17, 2019, 4:37 p.m.
Duration: N/A

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Money Talks – December 7, 2019

Published: Dec. 9, 2019, 9:19 p.m.
Duration: N/A

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Case Study: Longevity Annuities Are Meant to Transfer the Longevity Risk—Not Lower RMDs

Published: Dec. 9, 2019, 9:18 p.m.
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Market Roundup: Mixed Weekly Results Buoyed by Strong Jobs Report

Published: Dec. 9, 2019, 9:16 p.m.
Duration: N/A

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Q&A Time: Working and Receiving Social Security, and Insurance Company Ratings

Published: Dec. 9, 2019, 9:15 p.m.
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Money Talks – November 23, 2019

Published: Nov. 25, 2019, 9:32 p.m.
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Case Study: Plenty of Opportunities for Year-End Planning

Published: Nov. 25, 2019, 9:30 p.m.
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Market Update: Run of Gains Ends as Market Loses Ground for the Week

Published: Nov. 25, 2019, 9:29 p.m.
Duration: N/A

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Q&A Time: Energy Stocks, Stock Gifts for Children, and Amazon

Published: Nov. 25, 2019, 9:28 p.m.
Duration: N/A

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Money Talks – November 16, 2019

Published: Nov. 18, 2019, 9:45 p.m.
Duration: N/A

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Case Study: Estate Distribution Doesn’t Always ‘Work Itself Out’

Published: Nov. 18, 2019, 9:44 p.m.
Duration: N/A

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Market Roundup: Major Indices all Reach New Records Despite Mixed Daily Results

Published: Nov. 18, 2019, 9:42 p.m.
Duration: N/A

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Q&A Time: How to Invest with Market Uncertainty and Tech Stock Applied Materials

Published: Nov. 18, 2019, 9:40 p.m.
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Money Talks – November 9, 2019

Published: Nov. 11, 2019, 9:38 p.m.
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Case Study: Passthroughs Can Benefit from Georgia HEART Program

Published: Nov. 11, 2019, 9:36 p.m.
Duration: N/A

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Market Roundup: Optimism on Trade Talks Drive Week’s Rally to All-Time Highs

Published: Nov. 11, 2019, 9:35 p.m.
Duration: N/A

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Q&A Time: Uber, Marathon Petroleum, and Enhancing Business Value

Published: Nov. 11, 2019, 9:34 p.m.
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Money Talks – November 2, 2019

Published: Nov. 4, 2019, 9:19 p.m.
Duration: N/A

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Case Study: Cash-Out Refinance before Retirement—Are You Crazy? Look at the Math First

Published: Nov. 4, 2019, 9:18 p.m.
Duration: N/A

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Market Roundup: New Record Highs on Strong Jobs Report and Third-Quarter Earnings

Published: Nov. 4, 2019, 9:16 p.m.
Duration: N/A

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Money Talks – October 26, 2019

Published: Oct. 28, 2019, 7:31 p.m.
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Case Study: Don’t Overlook the Other Estate Planning Documents

Published: Oct. 28, 2019, 7:29 p.m.
Duration: N/A

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Market Roundup: Indices Tick Up on Earnings and Trade War Progress

Published: Oct. 28, 2019, 7:28 p.m.
Duration: N/A

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Q&A Time: Drug Recalls, Reverse Mortgages, and Streaming Services

Published: Oct. 28, 2019, 7:27 p.m.
Duration: N/A

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Money Talks - October 19, 2019

Published: Oct. 21, 2019, 8:53 p.m.
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Case Study: Holding Periods for Capital Assets

Published: Oct. 21, 2019, 8:52 p.m.
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Market Roundup: Mixed Results as Investors Watch Phase I Deal and Brexit

Published: Oct. 21, 2019, 8:51 p.m.
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Q&A Time: Vanguard Funds and Pros and Cons of Credit Cards

Published: Oct. 21, 2019, 8:49 p.m.
Duration: N/A

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Money Talks – October 12, 2019

Published: Oct. 14, 2019, 7:42 p.m.
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Case Study: It Matters When You Buy Long-Term Care Insurance

Published: Oct. 14, 2019, 7:40 p.m.
Duration: N/A

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Market Roundup: Week Ends with Phase-One Agreement with China

Published: Oct. 14, 2019, 7:39 p.m.
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Interview: The Center for Family Resources—Melanie Kagan and Lee Smith

Published: Oct. 14, 2019, 7:34 p.m.
Duration: N/A

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Money Talks – October 5, 2019

Published: Oct. 7, 2019, 7:24 p.m.
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Case Study: Keep Your Plan Based on Your Needs, not Politics

Published: Oct. 7, 2019, 7:23 p.m.
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Market Roundup: Dow and S&P Close Third Quarter with Gains

Published: Oct. 7, 2019, 7:21 p.m.
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Q&A Time: Tobacco Manufacturer and Distributor Altria Group

Published: Oct. 7, 2019, 7:16 p.m.
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Money Talks – September 28, 2019

Published: Oct. 1, 2019, 9:25 p.m.
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Case Study: Is Cash King When Selling a Business?

Published: Oct. 1, 2019, 9:23 p.m.
Duration: N/A

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Market Roundup: Major Indices Sink for Second Consecutive Week

Published: Oct. 1, 2019, 9:22 p.m.
Duration: N/A

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Q&A Time: Differences Between ETFs and Mutual Funds

Published: Oct. 1, 2019, 9:21 p.m.
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Money Talks – September 21, 2019

Published: Sept. 23, 2019, 8:45 p.m.
Duration: N/A

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Market Update: Stocks Post Weekly Losses

Published: Sept. 23, 2019, 8:43 p.m.
Duration: N/A

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Viewpoints: Georgia’s Economic Recovery

Published: Sept. 23, 2019, 8:42 p.m.
Duration: N/A

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Financial Strategy: Prioritizing Retirement Funds

Published: Sept. 23, 2019, 8:41 p.m.
Duration: N/A

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Q&A Time: Woodward, Alibaba and Fed Repo Operations

Published: Sept. 23, 2019, 8:40 p.m.
Duration: N/A

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Case Study: Saving for Retirement—Taking the Tax Savings Now or Later

Published: Sept. 16, 2019, 7:55 p.m.
Duration: N/A

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Money Talks - September 14, 2019

Published: Sept. 16, 2019, 7:54 p.m.
Duration: N/A

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Market Roundup: Stocks Post Gains for Third Week

Published: Sept. 16, 2019, 7:52 p.m.
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Q&A Time: Roth Conversion Considerations and Shopify

Published: Sept. 16, 2019, 7:52 p.m.
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Money Talks: September 7, 2019

Published: Sept. 9, 2019, 7:15 p.m.
Duration: N/A

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Case Study: Deciding Between an IRA and a 401(k)

Published: Sept. 9, 2019, 7:14 p.m.
Duration: N/A

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Market Roundup: Markets Climb Despite Additional Tariffs

Published: Sept. 9, 2019, 7:13 p.m.
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Q&A Time: IPOs, GE and Retirement Funds

Published: Sept. 9, 2019, 7:11 p.m.
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Money Talks - August 24, 2019

Published: Aug. 26, 2019, 7:10 p.m.
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Case Study: With Low Mortgage Rates, Are Points Worth It?

Published: Aug. 26, 2019, 7:09 p.m.
Duration: N/A

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Market Roundup: Last Week’s Gains Lost on Trade War Rhetoric

Published: Aug. 26, 2019, 7:07 p.m.
Duration: N/A

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Q&A Time: Establishing a 401(k) and Bank Loan ETFs

Published: Aug. 26, 2019, 7:06 p.m.
Duration: N/A

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Money Talks – August 17, 2019

Published: Aug. 20, 2019, 8:32 p.m.
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Case Study: Selecting A Buyer—Internal or External

Published: Aug. 20, 2019, 8:30 p.m.
Duration: N/A

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Market Roundup: Despite Yield Curve Shock, Markets Close Down Less Than 1% for Week

Published: Aug. 20, 2019, 8:29 p.m.
Duration: N/A

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Q&A Time: Business Value, Value Stocks for the Long-Term and Cash Alternatives

Published: Aug. 20, 2019, 8:27 p.m.
Duration: N/A

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Money Talks – August 10, 2019

Published: Aug. 12, 2019, 6:51 p.m.
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Case Study: Titling of Rental Property to Minimize Liability

Published: Aug. 12, 2019, 6:50 p.m.
Duration: N/A

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Market Roundup: Investors Pull Back on Trade Tensions

Published: Aug. 12, 2019, 6:49 p.m.
Duration: N/A

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Q&A Time: Self-Directed IRAs and Tech Bubbles

Published: Aug. 12, 2019, 6:46 p.m.
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Money Talks – August 3, 2019

Published: Aug. 5, 2019, 9:06 p.m.
Duration: N/A

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Case Study: Back-To-School Tax Benefits

Published: Aug. 5, 2019, 9:06 p.m.
Duration: N/A

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Market Roundup: Despite Increased Confidence, Markets Tumble on Trump’s Tariff Tweet

Published: Aug. 5, 2019, 9:05 p.m.
Duration: N/A

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Q&A Time: Keeping up with the Joneses, Portfolio Losers, and IRS Audits

Published: Aug. 5, 2019, 9:03 p.m.
Duration: N/A

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Money Talks - July 27, 2019

Published: July 29, 2019, 8:01 p.m.
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Case Study: Financial Advisers—Taking a Comprehensive Approach

Published: July 29, 2019, 8 p.m.
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Market Roundup:Strong Earnings and Favorable GDP Boost Stocks

Published: July 29, 2019, 7:58 p.m.
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Q&A Time: Estates as IRA Beneficiaries and Fed Rate Cuts

Published: July 29, 2019, 7:56 p.m.
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Money Talks – July 20, 2019

Published: July 22, 2019, 8:09 p.m.
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Case Study: Will Tax Law Changes Affect Your IRA Beneficiaries?

Published: July 22, 2019, 8:08 p.m.
Duration: N/A

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Market Roundup: Benchmark Indices End Week in Red Zone

Published: July 22, 2019, 8:06 p.m.
Duration: N/A

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Q&A Time: Blue-Chip Stocks and Retirement Savings

Published: July 22, 2019, 8:04 p.m.
Duration: N/A

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Money Talks - July 13, 2019

Published: July 15, 2019, 7:42 p.m.
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Case Study: “Elder Orphans” Doesn’t Mean Dying Alone

Published: July 15, 2019, 7:41 p.m.
Duration: N/A

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Market Roundup: New Record Highs Reached by Dow and S&P

Published: July 15, 2019, 7:38 p.m.
Duration: N/A

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Q&A Time: Michaels, International Funds and 529 Plans

Published: July 15, 2019, 7:36 p.m.
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Money Talks – June 29, 2019

Published: July 1, 2019, 8:18 p.m.
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Case Study: It Depends on Your Financial Plan

Published: July 1, 2019, 8:16 p.m.
Duration: N/A

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Market Roundup: Despite Closing Down, Stocks Recovered Most of Last Week’s Losses

Published: July 1, 2019, 8:14 p.m.
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Q&A Time: Saving for Retirement vs. Paying Down Debt and Technology Stocks

Published: July 1, 2019, 8:12 p.m.
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Money Talks – June 22, 2019

Published: June 25, 2019, 9:05 p.m.
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Case Study: The Win-Win Scenario of Restricted Stock Comes with Major Caveats

Published: June 25, 2019, 9:01 p.m.
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Market Roundup: Strong Growth as Investors Were Encouraged by FOMC Decisions

Published: June 25, 2019, 9 p.m.
Duration: N/A

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Q&A Time: Tax Credits, Restaurant Stocks and Selling a Business

Published: June 25, 2019, 8:59 p.m.
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Money Talks – June 15, 2019

Published: June 19, 2019, 9:49 p.m.
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Case Study: Not Every Fraud Attempt Comes with a Red Flag

Published: June 19, 2019, 9:47 p.m.
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Market Roundup: Slight Gains Despite International Tensions

Published: June 19, 2019, 9:46 p.m.
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Q&A Time: Roth IRAs in the Future and Chemed Corp.

Published: June 19, 2019, 9:44 p.m.
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Money Talks – June 8, 2019

Published: June 10, 2019, 8:39 p.m.
Duration: N/A

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Case Study: Research and Development Tax Credits

Published: June 10, 2019, 8:37 p.m.
Duration: N/A

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Market Roundup: Markets Rebound on Hopes Fed Will Cut Interest Rates

Published: June 10, 2019, 8:36 p.m.
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Q&A Time: Goldman Sachs and Interest Rate Cuts

Published: June 10, 2019, 8:35 p.m.
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Money Talks – June 1, 2019

Published: June 3, 2019, 10:12 p.m.
Duration: N/A

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Investment Whys: Trade Negotiations Continue to Play a Major Role in the Domestic Economy

Published: June 3, 2019, 10:11 p.m.
Duration: N/A

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Interview: Travis Suit, Founder of Piper’s Angels Foundation

Published: June 3, 2019, 10:09 p.m.
Duration: N/A

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Q&A Time: Beyond Meat and IPO Valuations

Published: June 3, 2019, 10:08 p.m.
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Money Talks – May 25, 2019

Published: May 29, 2019, 11:14 p.m.
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Case Study: Tax Loss Harvesting--Grudge Match of the Century

Published: May 29, 2019, 11:13 p.m.
Duration: N/A

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Market Roundup: Trade Tensions Take Toll on Investors’ Patience

Published: May 29, 2019, 11:12 p.m.
Duration: N/A

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Q&A Time: Retirement Accounts for Independent Contractors and Financial Education

Published: May 29, 2019, 11:10 p.m.
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Money Talks – May 18, 2019

Published: May 22, 2019, 2:46 p.m.
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Case Study: Get Expert Help to Determine Value of Business During a Divorce

Published: May 22, 2019, 2:44 p.m.
Duration: N/A

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Market Roundup: Markets Couldn’t Rebound Enough From Rough Start

Published: May 22, 2019, 2:42 p.m.
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Q&A Time: IRA for a Child, Blue Chip Stocks, and Rolling over a 401(k)

Published: May 22, 2019, 2:28 p.m.
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Money Talks – May 11, 2019

Published: May 14, 2019, 5:35 p.m.
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Case Study: Unique Concentration Risk of Owning Company Stock

Published: May 14, 2019, 5:34 p.m.
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Market Roundup: Poor Week for Stocks as Trade Fears with China Loom Large

Published: May 14, 2019, 5:33 p.m.
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Money Talks – April 27, 2019

Published: April 29, 2019, 9:06 p.m.
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Case Study: Cash Flow and Student Loan Repayment

Published: April 29, 2019, 9:05 p.m.
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Market Roundup: S&P Has Positive Week with New Record Highs

Published: April 29, 2019, 9:04 p.m.
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Interview: Marcy Stidum, Director of CARE Services at Kennesaw State University

Published: April 29, 2019, 9:03 p.m.
Duration: N/A

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Money Talks – April 20, 2019

Published: April 23, 2019, 10:48 p.m.
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Case Study: Applying the Ten Year Rule to Your 401(k) Assets

Published: April 23, 2019, 10:46 p.m.
Duration: N/A

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Q&A Time: In-Plan Roth 401(k) Conversion and Comparing Benefits Packages

Published: April 23, 2019, 10:45 p.m.
Duration: N/A

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Money Talks – April 13, 2019

Published: April 17, 2019, 2:44 p.m.
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Case Study: Living to 100 Means Adjusting Your Plan

Published: April 16, 2019, 2:43 p.m.
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Market Roundup: Light Trading Week as Investors Await Earnings

Published: April 16, 2019, 2:41 p.m.
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Q&A Time: Oil Exploration MLPs, Estate Planning, and Disney

Published: April 16, 2019, 2:36 p.m.
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Money Talks – April 6, 2019

Published: April 8, 2019, 10:44 p.m.
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Case Study: Liquid Investment Options for Your Emergency Reserves

Published: April 8, 2019, 10:43 p.m.
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Market Roundup: Second Consecutive Week of Solid Gains

Published: April 8, 2019, 10:42 p.m.
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Q&A Time: Competing Savings Goals and Lyft’s IPO

Published: April 8, 2019, 10:41 p.m.
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Money Talks – March 30, 2019

Published: April 1, 2019, 9:21 p.m.
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Case Study: Buy-Sell Agreements—Part of Your Business Succession Plan

Published: April 1, 2019, 9:19 p.m.
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Market Roundup: Markets End Up for Week and Quarter

Published: April 1, 2019, 9:18 p.m.
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Q&A Time: Emerging Markets, LTC Policies and Disability Riders

Published: April 1, 2019, 9:16 p.m.
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Money Talks – March 23, 2019

Published: March 25, 2019, 10:51 p.m.
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Case Study: Portfolio Allocation When A Recession is Around the Corner

Published: March 25, 2019, 10:50 p.m.
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Market Roundup: Weakening Global Economy Prompts Friday Selloff

Published: March 25, 2019, 10:48 p.m.
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Q&A Time: Social Security, Mercury Systems, Silgan Holdings and Greif, Inc.

Published: March 25, 2019, 10:47 p.m.
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Money Talks – March 16, 2019

Published: March 18, 2019, 10:46 p.m.
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Case Study: Selling Investments and Reporting Cost Basis

Published: March 18, 2019, 10:45 p.m.
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Market Roundup: Strong Week Despite Signs Domestic Economic Growth May be Slowing

Published: March 18, 2019, 10:43 p.m.
Duration: N/A

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Q&A Time: Boeing, Moves to Improve 2018 Taxes and Loaning a Home Down Payment

Published: March 18, 2019, 8:39 p.m.
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Money Talks - March 9, 2019

Published: March 11, 2019, 3:07 p.m.
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Market Roundup: Week Posts Worst Results Since December

Published: March 11, 2019, 3:06 p.m.
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Q&A Time: P&G, Second Marriages, and Health Savings Accounts

Published: March 11, 2019, 3:02 p.m.
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Money Talks - March 2, 2019

Published: March 4, 2019, 3:01 p.m.
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Case Study: Target-Date Funds May Not Fulfill Your Retirement Needs

Published: March 4, 2019, 3:01 p.m.
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Market Roundup: Dow and S&P Post Gains for February

Published: March 4, 2019, 3 p.m.
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Q&A Time: Drug Makers and Living Debt Free

Published: March 4, 2019, 2:59 p.m.
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Money Talks - February 23, 2019

Published: Feb. 25, 2019, 2:59 p.m.
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Case Study: Tax Diversification of Retirement Savings

Published: Feb. 25, 2019, 2:58 p.m.
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Market Roundup: Moderate Gains as Volatility Hits Lowest Level in Months

Published: Feb. 25, 2019, 2:58 p.m.
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Q&A Time: Toy Makers, Bank Stocks, and Meeting with Your Adviser

Published: Feb. 25, 2019, 2:56 p.m.
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Money Talks - February 16, 2019

Published: Feb. 18, 2019, 2:56 p.m.
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Case Study: 401(k) Participation and Allocation

Published: Feb. 18, 2019, 2:55 p.m.
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Market Roundup: Major Indices Post Gains for Week on Trade Talk Optimism

Published: Feb. 18, 2019, 2:55 p.m.
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Q&A Time: Aircraft Manufacturers, 401(k) Rollovers, and Berkshire Hathaway

Published: Feb. 18, 2019, 2:29 p.m.
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Money Talks - February 2, 2019

Published: Feb. 4, 2019, 2:29 p.m.
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Case Study: Small Businesses and Retirement Savings

Published: Feb. 4, 2019, 2:28 p.m.
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Market Roundup: Week Ends Nominally Higher as Fed Pledges Patience

Published: Feb. 4, 2019, 2:27 p.m.
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Q&A Time: Robots, Annuities In an IRA, and Home Down Payments

Published: Feb. 4, 2019, 2:27 p.m.
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Money Talks - January 26, 2019

Published: Jan. 28, 2019, 2:26 p.m.
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Case Study: Are You in the Crosshairs for an IRS Audit?

Published: Jan. 28, 2019, 2:26 p.m.
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Market Roundup: Mixed Results for Holiday-Shortened Week

Published: Jan. 28, 2019, 2:25 p.m.
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Q&A Time: Business Budgets, Industrials, and Tax Filing Status

Published: Jan. 28, 2019, 2:25 p.m.
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Money Talks - January 19, 2019

Published: Jan. 21, 2019, 2:24 p.m.
Duration: N/A

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Investment Whys: Economy Catalysts: Interest Rates, Government Shutdown, and Trade War

Published: Jan. 21, 2019, 2:23 p.m.
Duration: N/A

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Market Roundup: Indices Move Up Despite Shutdown and Trade Talks

Published: Jan. 21, 2019, 2:23 p.m.
Duration: N/A

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Q&A Time: Could Cannabis Stocks Affect the Economy?

Published: Jan. 21, 2019, 2:22 p.m.
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Money Talks - January 12, 2019

Published: Jan. 14, 2019, 2:22 p.m.
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Case Study: New Year: Time to Get Your Financial House in Order

Published: Jan. 14, 2019, 2:21 p.m.
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Market Roundup: Stocks Post Positive Returns for Third Straight Week

Published: Jan. 14, 2019, 2:21 p.m.
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Q&A Time: Apple, Student Loan Deferment, and Selling a Home

Published: Jan. 14, 2019, 2:20 p.m.
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Money Talks - January 5, 2019

Published: Jan. 7, 2019, 2:20 p.m.
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Viewpoints: Volatility Ahead for Short Term

Published: Jan. 7, 2019, 2:19 p.m.
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Market Roundup: 2018 Ends with Losses but First Week 2019 Ends with Gains

Published: Jan. 7, 2019, 2:18 p.m.
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Money Talks - December 22, 2018

Published: Dec. 24, 2018, 2:18 p.m.
Duration: N/A

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Money Talks - December 15, 2018

Published: Dec. 17, 2018, 2:17 p.m.
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Case Study: Term Life Insurance: Replacement May be Easier Than Expected

Published: Dec. 17, 2018, 2:17 p.m.
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Market Roundup: After Week's Losses, Indices are Entering Correction Territory

Published: Dec. 17, 2018, 2:16 p.m.
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Q&A Time: Exit Planning, Longevity Annuities, Caterpillar, and More

Published: Dec. 17, 2018, 2:16 p.m.
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Money Talks - December 8, 2018

Published: Dec. 10, 2018, 2:15 p.m.
Duration: N/A

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Case Study: Tactical Year-End Financial Moves to Help Improve Your Situation

Published: Dec. 10, 2018, 2:15 p.m.
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Market Roundup: Prolonged Trade Dispute Resulted in High Negativity for the Week

Published: Dec. 10, 2018, 2:14 p.m.
Duration: N/A

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Q&A Time: Buying Stock Shares for Children and YETI Holdings, Inc.

Published: Dec. 10, 2018, 2:14 p.m.
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Money Talks - December 1, 2018

Published: Dec. 3, 2018, 2:13 p.m.
Duration: N/A

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Case Study: Year-End Tax Planning Is Much More Crucial After Tax Reform

Published: Dec. 3, 2018, 2:12 p.m.
Duration: N/A

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Market Roundup: Market Ends Last Week of November on Positive Note

Published: Dec. 3, 2018, 2:11 p.m.
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Q&A Time: Ex-Dividend Dates, Military Benefits, Stocks and More

Published: Dec. 3, 2018, 2:10 p.m.
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Money Talks - November 17, 2018

Published: Nov. 19, 2018, 2:10 p.m.
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Case Study: Asset Protection for Your Cash Investments

Published: Nov. 19, 2018, 2:09 p.m.
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Market Roundup: Volatile Week Ends in Downward Slide for Major Indices

Published: Nov. 19, 2018, 2:06 p.m.
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Q&A Time: Affordability in Housing and Online Shopping

Published: Nov. 19, 2018, 2:04 p.m.
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Money Talks - November 10, 2018

Published: Nov. 12, 2018, 2:01 p.m.
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Investment Whys: Market Performance and Your Financial Plan

Published: Nov. 12, 2018, 2:01 p.m.
Duration: N/A

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Market Roundup: Mid-week Rally Pushes Indices Positive for the Week

Published: Nov. 12, 2018, 2:01 p.m.
Duration: N/A

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Q and A Time: Biopharmaceutical and Tech companies, Social Security

Published: Nov. 12, 2018, 2:01 p.m.
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Money Talks - November 3, 2018

Published: Nov. 9, 2018, 4:14 p.m.
Duration: N/A

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Interview: Lee Smith, Vice President of Operations for The Center for Family Resources

Published: Nov. 9, 2018, 4:13 p.m.
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Case Study: Charitable Giving

Published: Nov. 9, 2018, 4:13 p.m.
Duration: N/A

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Market Roundup: Mid-Week Rally Not Enough to Pull October into the Black

Published: Nov. 9, 2018, 4:13 p.m.
Duration: N/A

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Q and A Time: QCD From an Inherited IRA, and Stock Questions

Published: Nov. 9, 2018, 4:13 p.m.
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Money Talks - October 27, 2018

Published: Oct. 30, 2018, 2:54 p.m.
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Case Study: Taking Social Security Benefits and Preserving More of Your Portfolio

Published: Oct. 30, 2018, 2:54 p.m.
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Market Roundup: Sharp Decline for Week as Indices Near Correction Territory

Published: Oct. 30, 2018, 2:54 p.m.
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Q and A Time: Short-Term Money, Delaying Medicare and Technology Sector

Published: Oct. 30, 2018, 2:54 p.m.
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Money Talks - October 22, 2018

Published: Oct. 30, 2018, 2:54 p.m.
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Case Study: How Much to Save to a 401(k)

Published: Oct. 30, 2018, 2:54 p.m.
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Market Roundup: Strong Earnings Helped Ease Some Market Volatility

Published: Oct. 30, 2018, 2:54 p.m.
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Q and A Time: Buy and Hold Stocks, Roth 401(k) Conversions and LTC Policies

Published: Oct. 30, 2018, 2:54 p.m.
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Money Talks - October 13, 2018

Published: Oct. 15, 2018, 9:11 p.m.
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Investment Whys: Investing is Growing Today’s Money for the Future

Published: Oct. 15, 2018, 9:11 p.m.
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Market Roundup: Equity Indices Suffer Biggest Weekly Setbacks in Quite Some Time

Published: Oct. 15, 2018, 9:11 p.m.
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Q and A Time: Negative Expectations, Mutual Fund Class Shares and GrubHub

Published: Oct. 15, 2018, 9:11 p.m.
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Money Talks - October 6, 2018

Published: Oct. 8, 2018, 9:11 p.m.
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Case Study: Liquidity Needs That Don’t End at Death

Published: Oct. 8, 2018, 9:11 p.m.
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Market Roundup: Tough Week on Wall Street Pushes Bond Yields Higher

Published: Oct. 8, 2018, 9:11 p.m.
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Q and A Time: Stock Dilution, Financial Mistakes, and Working in Retirement

Published: Oct. 8, 2018, 9:11 p.m.
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Money Talks - September 29, 2018

Published: Oct. 2, 2018, 9:11 p.m.
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Market Roundup: Fed Funds Rates Increase During Mixed Week

Published: Oct. 2, 2018, 9:11 p.m.
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Q and A Time: Stock Questions, Roth 401(k)s and Estate Tax Rules

Published: Oct. 2, 2018, 9:11 p.m.
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Money Talks - September 22, 2018

Published: Sept. 24, 2018, 8:57 p.m.
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Case Study: Planning Becomes a Priority 10 Years Prior to Retirement

Published: Sept. 24, 2018, 8:57 p.m.
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Market Roundup: Mixed Week as Dow Hits an All-Time High

Published: Sept. 24, 2018, 8:57 p.m.
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Q and A Time: Bank Stocks, Credit Reports, and Cannabis Stocks

Published: Sept. 24, 2018, 8:57 p.m.
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Money Talks - September 15, 2018

Published: Sept. 17, 2018, 8:51 p.m.
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Case Study: Early Retirement Withdrawals Likely Have More Drawbacks than Benefits

Published: Sept. 17, 2018, 8:51 p.m.
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Market Roundup: Markets Rebound from Prior Week’s Decline

Published: Sept. 17, 2018, 8:51 p.m.
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Q and A Time: Transportation Stocks and Selling a Business

Published: Sept. 17, 2018, 8:51 p.m.
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Money Talks - September 8, 2018

Published: Sept. 10, 2018, 8:53 p.m.
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Case Study: Concentration Risk Makes The S+P 500 Not the Best Benchmark

Published: Sept. 10, 2018, 8:51 p.m.
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Market Roundup: Increasing Wages Not Enough to Quell Tariff Fears

Published: Sept. 10, 2018, 8:51 p.m.
Duration: N/A