Talk Your Chart | Investment Strategy | Episode 01
Welcome to our new series, Talk Your Chart, co-hosted by Marcos Segrera, CFP®, Wealth Manager, and Brett Horowitz, CFP®, AIF®, Wealth Manager and Principal at Evensky & Katz / Foldes Financial.
Do you ever wonder, “Should I buy Tesla stock?” Perhaps a better question is, “Should I buy Tesla stock at this price?”
Have you seen the current housing market and have concerns that we are entering another housing bubble?
In this week’s Talk Your Chart, Marcos and Brett sit down to discuss buying Tesla stock and what makes this year’s housing market so different from what occurred in 2008-2009
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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…
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Here’s How To Take Your Wine Investment Portfolio to the Next Level
Many investors exploring the world of wine as an asset start with a handful of bottles or a platform account. However, the real challenge (and opportunity) lies in taking a portfolio from “starter” to strategically optimized.
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The OBBA §179 Deduction: Conversations Every Business Owner Should Be Having
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Michael Walsh
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Karen Ross, EA
It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…
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