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.
Categories
Recent Insights
-
Charitable Planning During a Liquidity Event: What to Consider Before You Sell
Liquidity events—selling a business, real estate, or a concentrated stock position—are rare moments that often define a business owner’s financial and philanthropic legacy. Before you sign the papers, thoughtful charitable planning can transform a tax liability into a purposeful legacy. The central rule is simple: start before the deal closes. Why timing matters When a…
-
When Love Ends, Who Keeps the Picasso? Dividing Art and Collectibles in Divorce
-
Roxanne Alexander
-
Taylor M. Gang
-
Tara Finley, ISA, AM
Divorce is never only about dividing assets. For many couples, the most difficult conversations don’t revolve around bank accounts or real estate—they center on the art, antiques, wine, or collectibles that hold both financial and emotional weight. Over the years, I’ve seen how these items often represent more than monetary value. They are memories, passions,…
-
-
Talk Your Chart | Market Reversals, AI Interdependence, and What Investors Should Know | Ep. 74
In episode 74 of Talk Your Chart, Brett Horowitz is joined by Lane Jones, Chief Investment Officer at Evensky & Katz / Foldes, to examine some of the most surprising market behaviors of 2025. They break down this year’s historic intraday reversals, why strong economic data can still trigger weak market reactions, and how rate-cut…
-
Combining Donor-Advised Funds and Private Family Foundations for Charitable Giving
When families embark on a philanthropic journey, they often consider whether to create a private family foundation (PFF) or establish a donor-advised fund (DAF). Both vehicles are powerful tools, each with distinct advantages. In practice, many families find that using both together can provide the flexibility, simplicity, and impact they seek. With careful planning, the…
-
Here’s How To Take Your Wine Investment Portfolio to the Next Level
Many investors exploring the world of wine as an asset start with a handful of bottles or a platform account. However, the real challenge (and opportunity) lies in taking a portfolio from “starter” to strategically optimized.
