Topics

Topic:

Business Operations

Newsletter

NewsLetter, Vol. 16, No. 5 – November 2023
- Harold R. Evensky
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
Family Planning Financial Literacy & Fundamentals Reading List

Becoming an Investor in Real Estate Rental Properties
- Roxanne Alexander
Expert Insight for Beginner Rental Property Investors
Talk Your Chart

Talk Your Chart | Sticky Stats and The Stories They Tell | Episode 44
- Brett Horowitz
- Marcos A. Segrera
Talk Your Chart

Talk Your Chart | From concentration to FED rates and cash flow, what do we make of the data?| Ep 43
- Brett Horowitz
- Marcos A. Segrera
Retirement Planning Tax Planning

Often Underestimated Retirement Assumptions
- Roxanne Alexander
When planning for retirement, there are several rules of thumb to guide you part of the way there, but many of these rules don’t account for all the contingencies we may face in real life. Life Expectancy Average life expectancy in the US is around 76-78 years old. Life expectancy can vary based on various…