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Talk Your Chart | Investment Strategy | Episode 03
How Did We Get Here? The History of Inflation In this episode of Talk Your Chart, Marcos and Brett go off-script while discussing a hot topic right now: Inflation. How has the calculation of inflation changed over the years? Why has this calculation changed? What factors lead to high inflation? Co-Hosts: Marcos Segrera, CFP®, Wealth…
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details
Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details.
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Talk Your Chart | Investment Strategy | Episode 02
The Economy: Forecasting & Predicting the Future When it comes to wealth management, financial planning, and investment strategy, it’s only natural to want to predict the future. Why? Because uncertainty is uncomfortable. In this edition of Talk Your Chart, Marcos A. Segrera, CFP®, & Brett Horowitz, CFP®, AIF®, analyze market predictions and…
