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Description of File |
Date Created |
Markets & Economy, News Bits, Tom's Moves, Lazy Senior Portfolio (webcast)
Portfolio Spreadsheet Video |
May 2026 |
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Markets & Economy, News Bits, Tom's Moves, Stocks vs ETFs
(webcast)
Video |
April 2026 |
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Markets &
Economy, News Bits, Tom's Moves, Buying the Dip
(webcast)
Video |
March 2026 |
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Markets &
Economy, News Bits, Tom's Moves, Investing in Nuclear Energy
(webcast)
Supplement
Video |
February 2026 |
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Markets &
Economy, News Bits, Tom's Moves, Revocable Living Trusts
(webcast)
Video |
January 2026 |
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Markets &
Economy, News Bits, Tom's Moves, IRMAA
(webcast)
Video |
December 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Listed Options
(webcast)
Video |
November 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Economic Bubbles
(webcast)
Video |
October 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Year-end Tax Moves
(webcast)
Video |
September 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Deeper Look at Inflation
(webcast)
Video |
August 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Review of the Big, Beautiful Bill
(webcast)
Video |
July 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Rebalancing + Analyzing Stocks
(webcast)
Video |
June 2025 |
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Markets &
Economy, News Bits, Tom's Moves, IRA Withdrawal Planning
(webcast)
Video |
May 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Alternatives to Quicken
(webcast)
Video |
April 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Market Drop - What to Do?
(webcast)
Video |
March 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Tariffs Impact on Investing
(webcast)
Video |
February 2025 |
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Markets &
Economy, News Bits, Tom's Moves, Under New Management
(webcast)
Video |
January 2025 |
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Markets &
Economy, Tom's Moves, Start the New Year Right, News Bits
(webcast)
Video |
December 2024 |
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Markets &
Economy, Tom's Moves, Looking Ahead to 2025, News Bits
(webcast)
Video |
November 2024 |
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Markets &
Economy, Tom's Moves, Year-end Tax Moves 2024, News Bits
(webcast)
Video |
October 2024 |
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Markets &
Economy, Tom's Moves, Market & Economic Indicators, News Bits
(webcast)
Video |
September 2024 |
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Markets &
Economy, Tom's Moves, Analyzing the Swoon, News Bits
(webcast)
Video |
August 2024 |
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Markets &
Economy, Tom's Moves, Investing for Dividends, News Bits
(webcast)
Video |
July 2024 |
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Markets &
Economy, Tom's Moves, Investing in REITs, News Bits
(webcast)
Video |
June 2024 |
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Markets &
Economy, Tom's Moves, Stock Picking Services, News Bits
(webcast)
Video |
May 2024 |
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Markets &
Economy, Tom's Moves, Listed Options Tutorial, News Bits
(webcast)
Video |
April 2024 |
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Markets &
Economy, Tom's Moves, Value Investing, News Bits
(webcast)
Video |
March 2024 |
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Markets &
Economy, Tom's Moves, Central Bank Digital Currencies, News Bits
(webcast)
Video |
February 2024 |
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Markets &
Economy, Tom's Moves, Investing Ideas for 2024, News Bits
(webcast)
Video |
January 2024 |
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Markets &
Economy, Tom's Moves, Robo-Advisors, News Bits
(webcast)
Video |
December 2023 |
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Markets &
Economy, Tom's Moves, Tour of Schwab Website, News Bits
(webcast)
Video |
November 2023 |
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Markets &
Economy, Tom's Moves, QCDs Step by Step, News Bits
(webcast)
Video |
October 2023 |
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Markets &
Economy, Tom's Moves, Year-end Tax Moves 2023, News Bits
(webcast)
Video |
September 2023 |
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Markets &
Economy, Tom's Moves, Growth & Tech Investing, News Bits
(webcast)
Video |
August 2023 |
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Markets &
Economy, Tom's Moves, Rent vs Own, News Bits
(webcast)
Video |
July 2023 |
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Markets &
Economy, Tom's Moves, Hedging, News Bits
(webcast)
Video |
June 2023 |
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Markets &
Economy, Tom's Moves, Annuities, News Bits
(webcast)
Video |
May 2023 |
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Markets &
Economy, Tom's Moves, Russell Indexes, News Bits
(webcast)
Video |
April 2023 |
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Markets &
Economy, Tom's Moves, When to Buy, News Bits
(webcast)
Video |
March 2023 |
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Markets &
Economy, Tom's Moves, When to Sell, News Bits
(webcast)
Video |
February 2023 |
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Markets &
Economy, Tom's Moves, Tax Loss Harvesting, News Bits
(webcast)
No Video |
December 2022 |
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Markets &
Economy, Tom's Moves, Post-election Review, FTX, News Bits
(webcast)
Video |
November 2022 |
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Markets &
Economy, Tom's Moves, Technical Analysis, News Bits
(webcast)
Video |
October 2022 |
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Markets &
Economy, Tom's Moves, Year-end Tax Moves, News Bits
(webcast)
Video |
September 2022 |
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Markets &
Economy, Tom's Moves, Think or Swim, News Bits
(webcast)
Video |
August 2022 |
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Markets &
Economy, Tom's Moves, Inflation, News Bits
(webcast)
Video |
July 2022 |
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Markets &
Economy, Tom's Moves, Listed Options
(webcast)
Video |
June 2022 |
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Markets &
Economy, Tom's Moves, Be Aware of
(webcast)
Video |
March 2022 |
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Markets &
Economy, Tom's Moves, Guest Speaker
(webcast)
Video |
February 2022 |
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Markets &
Economy, Tom's Moves, Stock Analysis
(webcast)
Video |
January 2022 |
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Markets &
Economy, Tom's Moves, 2022 Tax Tables, REITs
(webcast)
Video |
December 2021 |
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Markets &
Economy, Tom's Moves, Year-end Tax Tactics
(webcast)
Video |
October 2021 |
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Markets &
Economy, Tom's Moves, Tax Estimator, Buffet Indicator
(webcast)
Video |
August 2021 |
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Markets &
Economy, Tom's Moves, Inflation Hedges
(webcast)
Video |
June 2021 |
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Markets &
Economy, Tom's Moves, Crypto-currencies
(webcast)
Video |
April 2021 |
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Markets &
Economy, Tom's Moves, Listed Options Basics
(webcast)
Video |
February 2021 |
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Markets &
Economy, Tom's Moves, Protecting Assets, Biden Plan
(webcast) |
December 2020 |
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Markets &
Economy, Tom's Moves, Low Risk Income, Tax Moves
(webcast) |
October 2020 |
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Markets &
Economy, U.S & World Events, Tom's Moves, Your Stocks
(webcast) |
August 2020 |
|
Markets &
Economy, U.S & World Events, Tom's Moves
(webcast) |
June 2020 |
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Markets &
Economy, Coronoa Virus Impact, Tom's Moves
(webcast) |
April 2020 |
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Markets &
Economy, Coronoa Virus Impact (session
canceled) |
March 2020 |
|
Markets &
Economy, News, SECURE Act |
February 2020 |
|
Markets &
Economy, News, Asset Allocation, Stock Data Tools |
December 2019 |
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Markets &
Economy, News, Year-end Tax Moves |
October 2019 |
|
Markets &
Economy, Tutorial - Listed Options Basics |
August 2019 |
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Markets &
Economy, To Sell or Not to Sell |
June 2019 |
Markets &
Economy, Is That Dividend Safe?, Taxable Social Security
Taxable Social Security Worksheet (xlsx) |
April 2019 |
Markets &
Economy, 10 Axioms, 2019 Tax Rates, Spreadsheets
Three Useful Spreadsheets (zip) |
March 2019 |
|
Markets &
Economy, Year-end Tax Moves, Rebalancing |
December 2018 |
|
Markets &
Economy, 4 Percent Rule, Think or Swim 2 |
October 2018 |
|
Markets &
Economy, Defensive Investing, Think or Swim |
August 2018 |
|
Markets &
Economy, Stock Connector, Tax Updates |
June 2018 |
Markets &
Economy, Stock Connector, Tax Estimator
Tax
Estimator Q1 2018 Spreadsheet Demo |
April 2018 |
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Markets &
Economy, The New Tax Law - Updated |
February 2018 |
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Markets &
Economy, The New Tax Law |
December 2017 |
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Markets &
Economy, Portfolio Trackers |
October 2017 |
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Markets &
Economy, Securing Your Financial Accounts |
August 2017 |
|
Markets &
Economy, Google Finance, ZeroHedge |
June 2017 |
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Markets &
Economy, Bitcoin and Blockchain Update |
April 2017 |
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Markets &
Economy, Fixed Index Annuities vs Conservative Investing |
February 2017 |
|
Markets &
Economy, Year-end Tax and Financial Actions |
December 2016 |
|
Markets &
Economy, Required Minimum Distrubtions |
October 2016 |
|
Markets &
Economy, Preferred ETFs, Negative Interest Rates |
August 2016 |
|
Market
Movements & Fundamentals, Bitcoin Update |
June 2016 |
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Market
Movements & Fundamentals, Revocable Living Trusts |
April 2016 |
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Market
Movements & Fundamentals, Defensive Investing |
February 2016 |
|
Market
Movements & Fundamentals, Year-end Tax and Finance |
December 2015 |
|
Market
Movements & Fundamentals, Fixed Income Indexed Annuities |
October 2015 |
|
Market
Movements & Fundamentals, Interest Rates & Currencies |
August 2015 |
|
Market
Movements & Fundamentals, Listed Puts & Calls |
June 2015 |
|
Market
Movements & Fundamentals, Fixed Income Investing |
April
2015 |
|
Market
Movements, Energy Investments, LED Lighting |
February
2015 |
|
Market
Movements, Year-end Financial Actions |
December
2014 |
|
Market
Movements, Exchange Traded Funds |
October
2014 |
|
Market
Movements, Insurance for Seniors |
August
2014 |
|
Market
Movements, Screening Tools, Apple Split |
June
2014 |
|
Market
Movements, Flash Trading, Lazy Investing |
April
2014 |
|
Tax Filing
for Seniors, Market Direction Indicators |
February
2014 |
|
Bitcoin
Update - Year-end Tax Actions |
December 2013 |
|
Yahoo
Finance Site - Bitcoin |
October 2013 |