The Stock Market Hits A New High

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Woohoo! The stock market just reached a new all-time high. It’s party time. In April, the stock market dropped precipitously due to tariffs, uncertainties, and conflicts around the world. US consumers are already stretched thin, and we can’t afford any more inflation. However, the stock market made a remarkable recovery to reach a new high. … Read more

Using AI to Help Pay for College

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Last week, our son graduated from middle school. He will start high school in a few months. Wow, where did the time go? It feels like he just started preschool a few years ago! RB40Jr is a teenager now and he’s taller than I am. That’s nuts. Parents, enjoy your kiddos while they’re small. They’ll … Read more

Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

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Home » Podcasts » Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430 July 27, 2024 Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs. (13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit. (25:00) A listener asks what … Read more

In-Depth Principal Protected Structured ETFs: EDU #2430

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Home » Podcasts » In-Depth Principal Protected Structured ETFs: EDU #2430 July 24, 2024 Jim and Chris welcome special guest Matt Kaufman from Calamos Investments. Together they take an in-depth look at the development, brief history (including structured notes, fixed indexed annuities, and new exchange traded funds), function, and options trades in the background of … Read more