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
Categories
Recent Insights
-
How Microsoft Teams Can Transform Your RIA Firm’s Efficiency and Compliance
In the competitive world of registered investment advisory (RIA) firms, effective communication and collaboration are key to delivering exceptional client service and maintaining regulatory compliance. Before the pandemic, in-person collaboration was the norm at our firm, but with the transition to a fully remote office, we needed a secure internal communication platform. Today, as many…
-
One Big Beautiful Bill: How Trump’s Tax Overhaul Impacts American Families and Businesses
On July 4th, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act,” a sweeping piece of legislation that reshapes the American tax landscape and introduces a range of economic, social, and regulatory reforms. Below is an examination of the bill’s key provisions. Key Provisions of the “Big Beautiful Bill” 1. Permanent Extension and Expansion…
-
Talk Your Chart | From Saunas to Stock Surges: Market Recoveries, Margin Resilience & Rate Watch | Episode 69
In Episode 69 of Talk Your Chart, Brett and Marcos unpack the surprising speed of the recent market recovery, debate the timing vs. time-in-market mindset, explore political biases in investing, and analyze how corporate margins and U.S. debt are shaping investor decisions in 2025. Charts available for download here.
-
Smart Money Moves for Teens: The Best Financial Literacy Apps
Why Financial Literacy for Teens Matters Let’s face it—teaching teens about money can be tricky. But thanks to an ever-growing list of financial literacy apps, it’s never been easier (or more engaging) to help kids build healthy money habits. I recently spoke with two clients who’ve been using the Greenlight app to help their children…
-
Rebuilding Financial Confidence After Divorce: Managing Risk & Moving Forward
Divorce is not just an emotional transition—it’s a financial one, too. The process of separating assets, redefining financial goals, and adjusting to a new financial reality can feel overwhelming. But with the right mindset and strategies, you can regain control and build a future that aligns with your new chapter in life. Understanding Financial Risk…