Talk Your Chart | All About Allocation: RMDs, Small Cap Debt, and All-Time Highs | Episode 56
Explore Episode 56 of Talk Your Chart, where Brett and Marcos delve into a variety of financial topics, from changing RMD rules to the impact of interest rates on small caps. Discover insights into market allocation, the U.S. Consumer Price Index, and the debate surrounding recession indicators. Tune in for a comprehensive discussion on the dynamic landscape of finance!
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Talk Your Chart | From Saunas to Stock Surges: Market Recoveries, Margin Resilience & Rate Watch | Episode 69
In Episode 69 of Talk Your Chart, Brett and Marcos unpack the surprising speed of the recent market recovery, debate the timing vs. time-in-market mindset, explore political biases in investing, and analyze how corporate margins and U.S. debt are shaping investor decisions in 2025. Charts available for download here.
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Smart Money Moves for Teens: The Best Financial Literacy Apps
Why Financial Literacy for Teens Matters Let’s face it—teaching teens about money can be tricky. But thanks to an ever-growing list of financial literacy apps, it’s never been easier (or more engaging) to help kids build healthy money habits. I recently spoke with two clients who’ve been using the Greenlight app to help their children…
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Rebuilding Financial Confidence After Divorce: Managing Risk & Moving Forward
Divorce is not just an emotional transition—it’s a financial one, too. The process of separating assets, redefining financial goals, and adjusting to a new financial reality can feel overwhelming. But with the right mindset and strategies, you can regain control and build a future that aligns with your new chapter in life. Understanding Financial Risk…
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Giving with Pride: Smart Strategies for LGBTQIA+ Donors
Understanding the Landscape of LGBTQIA+ Philanthropy LGBTQIA+ donors are uniquely positioned to drive meaningful change, but the philanthropic landscape remains complex and underfunded. Historically, LGBTQIA+ organizations have faced significant challenges in securing resources, often competing with larger, more established nonprofits for limited funding. This disparity highlights the importance of strategic giving to ensure that your…
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How to Build Lasting Relationships that Propel Your Business and Elevate Your Community
As business leaders, our role in the community extends beyond charitable acts—it’s a strategic initiative that strengthens both our businesses and the communities we serve. Building meaningful community partnerships is not just about doing good; it’s about doing it strategically to foster deeper relationships, enhance your brand, and make a lasting difference. But where do…
