
Important Dates 2022
This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.
Topics
Latest Resources
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Talk Your Chart | Tariffs, the Fed’s Next Move, and Lessons From the Dot-Com Bubble | Ep. 80
In Episode 79 of Talk Your Chart, Marcos and Brett break down the market’s rare pullback, as they talk through the latest jobs report, interest rates, and what could pressure markets next. They also dig into the durability of the AI boom, South Korea’s rise as a global equity market, and how massive IPOs like…
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Markets & Mindset – July 2026
Lane Jones, Principal and Chief Investment Officer, and Marcos Segrera, Principal and Wealth Manager, help you make sense of what’s happening in today’s markets — and how to stay focused on what matters most.
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Talk Your Chart | The Market Pullback, South Korea’s Rise, and the AI Trade | Ep. 79
In Episode 79 of Talk Your Chart, Marcos and Brett break down the market’s rare pullback, as they talk through the latest jobs report, interest rates, and what could pressure markets next. They also dig into the durability of the AI boom, South Korea’s rise as a global equity market, and how massive IPOs like…
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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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How multigenerational living helped one young family weather job loss and illness
For one millennial and her young family, moving into her parents’ home was supposed to be temporary — but the arrangement brought financial stability and stronger family ties.
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