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Retirement Planning
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Ways To Save and Invest More in 2022
During January and February, we like to help clients identify proactive ways to start the year off right and save more. Perhaps you… Received a bonus or a raise and need guidance on how to save or invest the additional cash; Have a tax refund coming to you; or Want to consider ways…
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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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IRS Announces Increased Auditing for Solo 401(k) Retirement Plans
The benefits of self-employment are plenty, but there’s at least one significant drawback: the lack of an employer-sponsored retirement plan. Enter the solo 401(k). Designed for self-employed workers, a solo 401(k) mimics many of the features of an employer-sponsored plan, without the drag of the administrative burdens a traditional 401(k) is known for. A solo…
