Topic:

Wealth Management and Financial Advisors

Talk Your Chart

Talk Your Chart | Inflation, the 1970’s & Interest Rates | Episode 18
- Brett Horowitz
- Marcos A. Segrera
Financial Literacy & Fundamentals Retirement Planning Tax Planning

What To Think About When Rolling Your Company Retirement Plan Into An IRA
- Roxanne Alexander
When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first. The Department of Labor has outlined new rules for advisers to follow when rolling over retirement plans. Whether it is a 401(k) to an IRA or an IRA from one custodian to another,…
Talk Your Chart

Talk Your Chart | Bear Markets, the Decline of Growth Companies, and Lost Decades | Episode 17
- Brett Horowitz
- Marcos A. Segrera
Planning Resources

What Issues Should I Consider Before The End Of The Year
- Evensky & Katz / Foldes
Financial Literacy & Fundamentals Market Insights

Staying the Course No Longer Works?
- Harold R. Evensky
Ever since the market debacle triggered by the Great Recession, “Staying the Course No Longer Works” and “Modern Portfolio Theory Is Dead” have been popular headlines with the financial media. It sure sounds good; after all, why would any investor willingly subject their portfolio to the massive losses of 2008 and early 2009? They wouldn’t,…