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 | 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
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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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?
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Talk Your Chart | Chips, Rates, and Controversial Debates| Episode 53
Dive into thought-provoking discussions with Brett and Marcos on controversial topics like book banning, declining birth rates, and stimulus checks. Plus, we’ll chip away at the future of the tech market (no potato chips involved) and the current state of high-yield savings. Join us for Episode 53 of Talk Your Chart.
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Talk Your Chart | Feeling sentimental? Decoding Consumer Sentiment in an Expensive Market | Episode 52
Explore the intricate world of financial statistics with the latest from Talk Your Chart! This week, we want to know how expensive the market has gotten, how are consumers feeling about it, and where might we go from here. Join us as we delve into equity risk premium, CAPE ratio, layoffs, consumer sentiment, and the…
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