Episode 04 | Talk Your Chart | Investment Strategy

Author Bio Image

In this episode of Talk Your Chart, Brett & Marcos tackle two hot investment strategy topics: Interest Rates & Big Tech. 

First up, Brett addresses the latest client FAQ: How are rising interest rates going to impact my bond portfolio? The key takeaway? Not all bonds are created equal. 

Next up, Marcos discusses how Big Tech companies have come to dominate the Top 10 of the SP500. What factors could impact which companies are in the Top 10 over the next 10 years? Could anything derail Big Tech?

Watch this week’s episode to find answers to these questions - and more! 

Co-Hosts: Marcos Segrera, CFP®, Wealth Manager and Brett Horowitz, CFP®, AIF®, Wealth Manager and Principal at Evensky & Katz / Foldes Financial