Talk Your Chart | Navigating Market Jitters: From Bond Buzz to Workforce Woes | Episode 59
Episode 59 of Talk Your Chart takes you on a deep dive into the financial world’s current hot topics. Brett and Marcos discuss the market’s reaction to job numbers, the implications of the Sahm Rule, and the gradual changes in unemployment rates. Explore the outlook on growth stocks, bond funds outperforming benchmarks, and the international value comparison to U.S. markets. Plus, we examine the shrinking prime-age workforce and what it means for the future economy.
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The Psychology of Money for Kids: How Couples Can Teach Financial Literacy Together
Why Teaching Kids About Money Starts Early Children begin forming beliefs about money far earlier than many parents realize. By the time they’re in kindergarten, many kids already show emotional reactions to saving, spending, and sharing. These early money behaviors aren’t just shaped by conversations—they’re based on what kids see, hear, and feel in their…
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Talk Your Chart | Dollar Down. Energy Up. What’s Next? | Episode 70
In Episode 70 of Talk Your Chart, Marcos and Brett break down China’s energy dominance, the frozen U.S. housing market, a softening job landscape, and what the falling dollar means for investors. Plus, they discuss market concentration and why it might be time to look beyond the biggest names in the S&P 500. Charts available…
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Executive Order Could Bring Alternative Investments to 401(k) Plans: What You Need to Know
For millions of Americans, 401(k) accounts are the cornerstone of retirement savings. A new proposal from the White House could expand what you can invest in—and potentially reshape your long-term strategy. This new Executive Order could eventually change the types of investments available inside your 401(k) or other employer retirement plan. While nothing is changing…
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Smart Starts: The Best Books and Games to Teach Kids About Money (Ages 4–12)
Why Teaching Financial Literacy to Kids Matters Financial literacy is one of the most important life skills we can teach children—and yet, it’s rarely part of the standard school curriculum. Left unaddressed, money can become a source of confusion or even anxiety later in life. But taught early, it becomes a tool for empowerment. The…
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One Big Beautiful Bill: Key Financial Impacts for LGBTQIA+ Households
On July 4, 2025, President Donald Trump signed the “One Big Beautiful Bill Act” into law—a wide-reaching piece of legislation that touches everything from tax rates and healthcare to education, housing, and family benefits. For LGBTQIA+ individuals and families, some of these changes may create new planning opportunities, while others may require a closer look…
