Topics
Topic:
Financial Planning
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What Issues Should I Consider At The Start Of The Year? | 2024
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Evensky & Katz / Foldes
The beginning of the year is an ideal time for a financial check-up. As you reflect on the past year and set resolutions for the future, this checklist will guide you through essential areas to review and improve. Key Areas Covered: Use this checklist to start the year with a clear financial plan and make…
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Stewarding Our Clients Through Volatile Markets…Again
If you find yourself watching the financial headlines and getting that “Here I go again…” feeling, remember, you have lived through it before and you will live through it again. We know that declines are expected to happen and although we do not know when they will occur, they are built into our planning and…
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Unexpected Expenses When Buying a Home
Buying a new home can be an expensive process, and if you are not careful, you can end up paying for items you don’t need or have already paid for. Loan Costs When applying for a mortgage and receiving quotes from various mortgage companies, make sure you are comparing apples to apples. You will…
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Talk Your Chart | Investment Strategy | Episode 04
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Evensky & Katz / Foldes
In this episode of Talk Your Chart, Brett & Marcos tackle two hot investment strategy topics: Interest Rates & Big Tech. First up, Brett addresses the latest client FAQ: How are rising interest rates going to impact my bond portfolio? The key takeaway? Not all bonds are created equal. Next up, Marcos discusses how Big…
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Talk Your Chart | Investment Strategy | Episode 03
How Did We Get Here? The History of Inflation In this episode of Talk Your Chart, Marcos and Brett go off-script while discussing a hot topic right now: Inflation. How has the calculation of inflation changed over the years? Why has this calculation changed? What factors lead to high inflation? Co-Hosts: Marcos Segrera, CFP®, Wealth…
