Talk Your Chart | Predictions Episode: Walgreens Woes, S&P Surprises, and 2025 Outlooks | Episode 64
Get ready for Episode 64! Brett and Marcos reveal the results of their 2024 market predictions and dive into bold forecasts for 2025.
Charts are available for download here.
Categories
Recent Insights
-

Talk Your Chart | Market Reversals, AI Interdependence, and What Investors Should Know | Ep. 74
In episode 74 of Talk Your Chart, Brett Horowitz is joined by Lane Jones, Chief Investment Officer at Evensky & Katz / Foldes, to examine some of the most surprising market behaviors of 2025. They break down this year’s historic intraday reversals, why strong economic data can still trigger weak market reactions, and how rate-cut…
-

Combining Donor-Advised Funds and Private Family Foundations for Charitable Giving
When families embark on a philanthropic journey, they often consider whether to create a private family foundation (PFF) or establish a donor-advised fund (DAF). Both vehicles are powerful tools, each with distinct advantages. In practice, many families find that using both together can provide the flexibility, simplicity, and impact they seek. With careful planning, the…
-

Here’s How To Take Your Wine Investment Portfolio to the Next Level
Many investors exploring the world of wine as an asset start with a handful of bottles or a platform account. However, the real challenge (and opportunity) lies in taking a portfolio from “starter” to strategically optimized.
-

The OBBA §179 Deduction: Conversations Every Business Owner Should Be Having
It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…
-

Collaborative Divorce: Navigating Legal and Financial Decisions with Clarity
Divorce can be one of life’s most challenging transitions, affecting both emotional well-being and financial stability. How the process unfolds can influence your future for years to come. Collaborative divorce offers an approach that emphasizes clarity, control, and cooperation. While it may not be right for everyone, it provides a structured path for families who…
