Talk Your Chart | Predictions Episode: Walgreens Woes, S&P Surprises, and 2025 Outlooks | Episode 64
Get ready for Episode 64! Brett and Marcos reveal the results of their 2024 market predictions and dive into bold forecasts for 2025.
Charts are available for download here.
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The Looming ACA Premium Tax Credit Cliff: How Families Can Manage Rising Healthcare Costs
Picture this: You finally have a handle on your healthcare costs. The numbers make sense. The plan fits. But a sudden change in policy could flip everything upside down. It can feel like the ground shifting beneath your feet. For many families, the potential expiration of enhanced ACA Premium Tax Credits at the end of…
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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…
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When Love Ends, Who Keeps the Picasso? Dividing Art and Collectibles in Divorce
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Roxanne Alexander
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Taylor M. Gang
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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,…
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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…
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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…
