Talk Your Chart | How the Machines of Capitalism Drive Markets: Insights from Lane Jones | Episode 63
Dive into episode 63 of Talk Your Chart with special guest Lane Jones, Chief Investment Officer, as we explore U.S. dominance in global investment, shrinking public markets, the challenges of homeownership, and why diversification still matters.
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Recent Insights
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When to “Trust” your kids: Balancing independence and support
Deciding when and how to distribute funds from a trust to your children is one of the most nuanced responsibilities in estate planning. It sits at the intersection of financial stewardship, emotional judgment, and long-term family values. The goal is rarely just about transferring money. It is about shaping outcomes: independence, resilience, opportunity, and security.…
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Retirees have questions for financial advisers. Here’s what they want to know.
Roughly a third want advice for what to do with the money in their former workplace plan, while nearly 3 in 10 want a withdrawal strategy that turns savings into retirement income. Others seek help with taxes, long-term care planning, debt reduction, or estate planning.
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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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Do You Have More Spatulas Than Financial Accounts? A Case for Consolidation
We added another wooden spatula to our kitchen recently. And when I say another, I mean to an already impressive collection. At this point, we could host a dinner party for 15 people and assign each dish its own spatula. Is that necessary? Probably not. But I am not the chef or the party planner—and…
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The Cost of a Good Idea — And What Golf Taught Me About Leaving It Alone
I started playing golf about a month ago. And let me be honest with you — it’s the most humbling thing I’ve done in recent memory. I grew up playing baseball, so I figured I’d have at least a fighting chance. The coordination, the swing mechanics — how different could it be? Turns out, very.…
