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Talk Your Chart | The Human Advantage | Ep. 78
In Episode 78 of Talk Your Chart, Marcos and Brett explore what today’s market is really responding to, from inflation and interest rates, to earnings, stock selection, and the growing role of AI. They discuss why successful investing often comes down to patience and behavior, and why human judgment, connection, and trust still matter in…
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Are Property Taxes Going Away in Florida?
Florida property tax reform is a meaningful planning issue, but it is far from a done deal as there is currently no consensus plan from the Legislature to be put before voters in the upcoming November 2026 elections. Previous proposals have focused primarily on reducing — and in some versions ultimately eliminating — the non-school…
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Is Wine an Investment? A Financial Advisor–Sommelier’s Perspective on Wine as an Alternative Asset Class
My professional life sits at the intersection of wealth management, wine, and winemaking—giving me a unique perspective on balancing long-term planning with the enjoyment of the journey along the way. As a wealth manager, sommelier, and winemaker, I’m often asked a deceptively simple question: Is wine a legitimate investment? My answer is always the same—it’s…
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What Plan Contacts Need to Know About the New Long-Term Part-Time Rule (SECURE 2.0)
A key provision of the SECURE 2.0 Act is now in effect, and if you sponsor a retirement plan, it is important to ensure your operations are up to date. For plan years beginning after December 31, 2024, the eligibility timeline for long-term part-time employees (LTPTs) to contribute to 401(k) plans, and to ERISA-covered 403(b)…
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Working Remotely Abroad: Lessons From Spain on Work, Time, and What Matters Most
Last year, I had the good fortune of working abroad in Spain while traveling with my sons. What started as a logistical exercise—how to stay connected, productive, and available while overseas—quickly became something more meaningful. It wasn’t just about working from a different place. It was about experiencing a different rhythm of life, and realizing…
