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Investment Strategy
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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…
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Talk Your Chart | Investment Strategy | Episode 02
The Economy: Forecasting & Predicting the Future When it comes to wealth management, financial planning, and investment strategy, it’s only natural to want to predict the future. Why? Because uncertainty is uncomfortable. In this edition of Talk Your Chart, Marcos A. Segrera, CFP®, & Brett Horowitz, CFP®, AIF®, analyze market predictions and…
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The Benefits of Donating Highly Appreciated Investments
What most People don’t know is the method you use to donate can make a big difference to the amount of money you’re giving to the charity as well as maximizing the amount of tax savings to you, the donor. David Garcia, CFP, CFA, and Partner at Evensky & Katz / Foldes Financial reviews strategies…
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Hurricane Season: Home, Family, and Financial Planning Tips
While the last year of COVID-19 is still fresh on our minds, unfortunately, hurricane season is just around the corner. Being prepared early while you have the time can save you the stress of having to panic when a storm is right around the corner. As we all recall the run on several items at…
