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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Recent Insights
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What’s for Dinner? The Power of a Weekly Planning Reset for Your Family—and Your Finances
“What’s for dinner?” It’s the question that shows up every single day—usually right when life feels the busiest. Sometimes I wonder how we ever managed family life and work life before the days of online ordering and curbside pickup. Back then, dinner didn’t just mean cooking—it meant carving out time to walk the grocery store…
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Building an Effective New Hire Onboarding Process for RIA Firms
Most RIA leaders know the feeling. You’ve worked through the hiring process, aligned internally on the role, and finally brought the right person on board. The offer is accepted, the paperwork is moving, and it feels like a win. But in practice, what happens next often determines whether that hire becomes a long-term contributor or an operational strain. In…
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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.
