Talk Your Chart | Relative Versus Absolute: Zooming Out on the Economy | Episode 51
Brett looks for a replacement co-host and is reminded that the grass is rarely greener on the other side. Speaking of good reminders: It’s too easy to get lost in charts, especially when you forget to zoom out. In Episode 51, we’re focusing on keeping things macro and reminding ourselves that things aren’t always as they seem. When it comes to looking at patterns, always look at both the relative and absolute—and remember that they’re not the same.
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The Darker Side of Planning: A Guide to Thoughtful Legacy Planning
Planning for the future is often associated with exciting milestones—retirement, travel, or leaving a legacy. Yet there’s a side of planning we tend to avoid: aging, health challenges, and death. Thoughtful legacy planning addresses these realities, protecting both your family and your wishes while giving you peace of mind. The truth is we’re not getting…
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Name, Image, and Likeness: The Financial Playbook Every Athlete Needs
In 2021, college sports entered a new era. The introduction of Name, Image, and Likeness (NIL) rights gave student-athletes the ability to earn money through endorsements, sponsorships, and social media partnerships. For many young athletes, this was the first time their talent could translate directly into financial opportunity. But with opportunity comes responsibility—and complexity. NIL…
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Talk Your Chart | The Productivity Shift Reshaping Earnings, Jobs, and Market Performance | Ep. 76
Episode 76 of Talk Your Chart looks at the productivity shift reshaping earnings, jobs, and market performance. Marcos and Brett dig into new data showing how companies are generating more revenue with fewer employees, why margins remain resilient, and what that means for markets moving forward. They also unpack shifts in the labor market, the…
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Turning Your IRA into a Legacy: How a Donor Advised Fund Can Amplify Your Impact
What if your retirement savings could do more than secure your future—what if they could create a lasting impact on the causes and communities you care about? For many families, naming a donor advised fund (DAF) as the beneficiary of an IRA is a purposeful strategy that makes this possible. Retaining Influence Over Your Charitable…
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Just Because You’re Over 50 Doesn’t Mean You Have To Invest In Bonds
There’s no universal rule that investors in their 50s should start investing in bonds—asset allocation should be driven by an individualized financial plan.
