May 1, 2025
In this issue:
- Major Asset Trends Review: International Stocks Shined and TIPS Disappointed
- Fund Analysis: All Weather Fund ALLW and CLO ETF JBBB Follow up
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
Apr 29, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance: US Food & Engergy Inflation Charts, Empty Shelfs Coming? Part-time Contractors Rejoin on 401(k) Eligibility
- One Fund Does It All: Savings & Investing in 401(k) Might Not Be That Intimidating
- Tools & Tips: Retirement Spending Calculator
- Market Overview
Apr 22, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance: Golden Rule and The Roth IRA Evangelist
- Lazy Portfolios Aren’t Lazy in Growing Wealth
- Tools & Tips: Investment Arithmetic
- Market Overview
Apr 15, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance: Back-and-forth Tariff Policies, Stock Market Swings, and Low Retirement Savings Rates
- IRAs as One of the Emergency Fund Sources
- The Gotcha in Maximum Solo 401(k) or SEP IRA Contribution Limits
- Market Overview
Apr 8, 2025
In this special issue:
- Latest in Retirement Savings & Personal Finance: Market Turmoil, Majority of Americans Invest in Stocks, …
- Staying the Course Amid Market Turmoil
- Tools & Tips: Longest S&P 500 Losses (Drawdowns)
- Market Overview
Apr 1, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance: Tariff Liberation Day, Beefing Up Emergency Savings, and Consumer Confidence at Its Lowest
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- Paying off Debt or Investing Calculator
- Market Overview
Apr 1, 2025
In this issue:
- 1970s Redux: Why the Smithsonian Era Feels Strangely Familiar in 2025
- Fund Analysis: All Weather ETF ALLW
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
Mar 25, 2025
In this issue:/p>
- Latest in Retirement Savings & Personal Finance: 401(k) Millionaires Save More, Spring Financial Cleaning
- Paying Off Debt or Funding Retirement? How to Decide When Every Dollar Counts
- Paying off Debt or Investing Calculator
- Market Overview
Mar 18, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance: $1.5 Million’s Retirement Mileage Across Various States, Therapy Needed in Market Turmoil
- The Right Way to Withdraw from Your 401(k) Without Regret
- Credit Card Debt Consolidation Calculator
- Market Overview
Mar 11, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance: Inflation Pressure and 401(k) as Rainy-Day Fund
- Maximize Your Cash Returns
- Good Funds: Capital Group ETFs
- Market Overview
Mar 4, 2025
In this issue:
- Growth vs. Value: Late Stage and Early Stage of a Bull Market
- Fund Analysis: CLO Bond Funds
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
Mar 4, 2025
In this issue:
- News & Tips You Can Use: 5 Tax Tips For Tax Filing Season
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Backdoor Roth IRA Pro-Rata Conversion Calculator
- Market Overview
Feb 25, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance: Tax Season, Regulations Relaxed, Low Housing Affordability
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- 401k Early Withdrawal Cost Calculator
- Market Overview
Feb 18, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- Solo 401(k) Maximum Contribution Calculator
- Market Overview
Feb 11, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Asset Allocation Calculator
- Market Overview
Feb 4, 2025
In this issue:
- QARP: Quality at a Reasonable Price — Graham’s Framework for Defensive Investors
- Fund Analysis: QARP-style ETFs
- Economic & Market Indicators
- Model Portfolios
- Funds to Watch
- Market Overview
Feb 4, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance
- One Percent Difference: Fees and Growth
- Fee Calculator
- Market Overview
Jan 28, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance
- Dividend Income Investments: Benefits and Pitfalls
- Dividend Income Calculator for Stocks, ETFs, and Mutual Funds
- Market Overview
Jan 21, 2025
In this issue:
- Latest in Retirement Savings & Personal Finance
- Rule of Thumb: The 50/30/20 Budget Rule
- Simple Budget Calculator
- Market Overview
Jan 14, 2025
In this issue:
- 9 Lessons From Retirees’ Biggest Retirement Regrets
- Returns of MyPlanIQ Core Model Portfolios
- Portfolio Simulator (Calculator)
- Lazy Portfolios: Simple Templates for 401(k) and IRA Investments
- Market Overview
