Talk Your Chart | Through Rose-Colored Glasses: Searching for Certainty in a Complex Market | Episode 58
Join Brett and Marcos in Episode 58 of Talk Your Chart as they discuss trillions in money market funds, the impact of elections on the market, and the importance of personal safety margins. Dive into CD and Treasury rates, economic projections, and trends in workforce participation. Tune in for a comprehensive look at current financial trends and insights!
Categories
Recent Insights
-
Talk Your Chart | How Long Can This Bull Run? Projections, Policies, and Predictions | Episode 62
In Episode 62, we dive into the state of the bull market, lessons from the S&P’s highs, and what Wall Street expects for 2024. We also explore the role of innovation, AI, and cautious optimism in shaping future investments. Tune in for practical insights and bold predictions. Charts from this episode are available for download…
-
Remote Work in Europe: Tax Implications for US Citizens You Need to Know
As remote work becomes increasingly popular, many US citizens are considering working for US companies while living in Europe. While this lifestyle change can be enticing, it can lead to a complex web of tax obligations and potential double taxation, and you should consider seeking professional tax advice tailored to your particular circumstances and needs.…
-
Financial Harmony: 5 Steps to Merge Finances with Your Partner
My partner and I are looking to start sharing our finances. What happens next? Navigating shared finances can be a challenging yet rewarding journey for couples. After all, according to Ipsos, One in three (34%) partnered Americans identify money as a source of conflict in their relationship. If you’re feeling uncertain about how to start,…
-
The Balancing Act: Navigating Mid-Mom Phase and Office Priorities
Finding Balance in Career and Motherhood Work-life balance—does anyone ever truly achieve it? Probably not, but with each season of life, we find ways to make it work for the present moment. As a mother of five with a full-time career in financial advising, I’ve learned that the concept of balance is often more about…
-
Financially Ever After? Exploring the Dollars and Cents of Marriage for Same-Sex Couples
Since the landmark 2015 Supreme Court decision legalizing same-sex marriage nationwide, LGBTQ couples have gained equal access to the financial benefits and considerations that come with marriage. However, the decision to marry involves complex financial implications that deserve careful consideration. Let’s explore whether it makes financial sense for same-sex couples to get married by examining…
