- 3rd Quarter 2024 (Fed Cuts Rates by Half Percentage Point; Time to Invest in Small Caps?; Medicare Open Enrollment)
- 2nd Quarter 2024 (Time to Start Increasing Bond Duration; Preparing for the Potential Sunset of the Tax Cuts and Jobs Act)
- 1st Quarter 2024 (When Will the Rising US Debt Become a Crisis?; Inheritance Jackpot: Will the Kids be Happy?)
- 4th Quarter 2023 (2024 Economic and Stock Market Outlook; The Difficutly of Buying in the Current Housing Market; The Clean Vehicle Credit)
- 3rd Quarter 2023 (Will Consumer Spending Stay Strong?; Another Potential Government Shutdown; How the UAW Strike May Affect the U.S. Economy; Medicare Open Enrollment)
- 2nd Quarter 2023 (Mega Tech Stocks Lead this Rally; Bonds Are Back)
- 1st Quarter 2023 (The Implosion of Silicon Valley Bank and What Comes Next; Extended Tax Deadline for Most Californians; SECURE Act 2.0- The New Retirement Law of the Land)
- 4th Quarter 2022 (2023 Economic and Market Outlook; Planning for Long-Term Care)
- 3rd Quarter 2022 (Bear Market and Recession Watch; Updated ABA Routing Number for Schwab One Checks; Proposed Secure Act 2.0; Recent Comments from David R. Giroux of the T. Rowe Price Capital Appreciation Fund)
- 2nd Quarter 2022 (The 2022 Bear Market; Recession on the Way?; How U.S. Officials got Inflation Wrong; Outlook for Balanced Portfolios)
- 1st Quarter 2022 (Stock Market Update; Sustainable Withdrawal Rate- Is 3.3% the New 4%?)
- 4th Quarter 2021 (Economic & Investment Outlook for 2022; Build Back Better Act Failed- Back in 2022?; Real Estate Prices to Level Off?; IRS Raises 401(k) Limits for 2022)
- 3rd Quarter 2021 (Due for a Short-Term Market Correction?; Proposed Tax Increases; Medicare Open Enrollment; Stock Options; Restricted Stock Units (RSUs))