Talk Your Chart | Dividends, AI Investments, and Economic Splits | Episode 66
In this episode of Talk Your Chart, Brett and Marcos dive into the world of financial insights, discussing timely topics such as dividends outpacing inflation, the surging investments in AI, and the implications of foreign ownership in U.S. stocks. Don’t miss this engaging analysis with actionable takeaways!
Charts available for download here.
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Choosing the Right Fiduciary Support for Your Business’s Retirement Plan: 3(21) vs. 3(38)
As a business owner, managing your company’s retirement plan can feel like a balancing act. You want to offer a quality retirement plan to your employees while ensuring it meets regulatory requirements and stays competitive. One of the most important decisions you’ll face is selecting the right fiduciary support for your plan. The two primary…
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Talk Your Chart | The Case For (and Against) a Fed Cut | Ep. 71
In Episode 71 of Talk Your Chart, Marcos and Brett debate whether the Fed should cut rates. Marcos argues the economy is strong enough to hold steady, while Brett makes the case for easing. Plus, they explore what a potential cut could mean for long-term rates, stock performance, and whether the Fed should even be…
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The 401(k) You Left Behind — Wealth Management and Financial Planning Strategies to Protect Your Future
If you’ve ever switched jobs (and most of us have), chances are you left a retirement account behind. Maybe you figured it’s best left untouched — or maybe you just forgot about it altogether. But rolling over your old 401(k) into your current employer’s plan or into an IRA might be one of the easiest…
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Why Smart Investors Rebalance: The Discipline Behind Thoughtful Portfolios
In investing, the hardest part isn’t always choosing what to buy—it’s knowing when and how to adjust. That’s where portfolio rebalancing comes in. At Evensky & Katz / Foldes, we believe thoughtful investing means staying aligned with your goals, applying disciplined financial planning, smart investment diversification, and not chasing returns. Thoughtful Investing Starts with Thoughtful…
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Choosing the Right Retirement Plan for Your Business: A Guide for Sole Proprietors
As a sole proprietor, planning for your retirement is a crucial step in securing your financial future. You’re in control of your business, but you also need to be smart about how you save for the long term. The good news is that there are several retirement plan options available, each with unique benefits. Some…
