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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…
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Talk Your Chart | Spoiled Stocks and Tax Season | Episode 55
Discover Episode 55 of Talk Your Chart, where Brett and Marcos dissect the financial scene amidst March Madness and tax season. From S&P highs to company-wealth creation, we’re exploring market trends, stock performance, and estate tax exemptions this week.
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Master Your Business Succession Planning | 2024 Checklist
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Evensky & Katz / Foldes
Planning for the sale, disposition, or succession of your business is a crucial yet often challenging task. Many business owners recognize the need but find it difficult to take the first step. This checklist is designed to guide you through the essential considerations and help you develop a comprehensive exit strategy. Key Considerations Include: Use…
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Being Financially Savvy is A Family Business
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and many times we’d like to bequeath…
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Talk Your Chart | The Rat Race: Consumer Spending and Corporate Profits | Episode 54
Dive into the latest episode of Talk Your Chart, where Brett and Marcos discuss the surge in 401k distributions, trends in corporate profit margins, and the balance between inflation and wages. Plus the latest in crypto and Ai—how are investors behaving?
