Talk Your Chart | Better Times Are Coming: Quarter Four | Episode 45
Evensky & Katz / Foldes Wealth Management Evensky & Katz / Foldes Wealth Management
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 Published On Nov 9, 2023

Welcome to episode #45 of Talk Your Chart!

In this week’s episode of Talk Your Chart, Brett and Marcos talk bonds, consumption, and debt. Brett starts us off with a few charts discussing treasury bonds, corporate bonds, and their risks and yields. He answers the question, “What kind of treasury bond should I own?”

Marcos then takes over with a sharp left turn, diving into consumption. These topics range from median net worth to debt reports, and what it means to be cash poor, but house rich.

In a surprising twist, Marcos leaves us with a positive note for episode 45: better times are coming.

This episode's charts are available for download here: https://resources.evensky.com/hubfs/T...

Chapters:
1:55 TYC Intro - Episode 45
2:06 Bonds and interest rates on 10-year treasury
2:55 What kind of treasury should I own?
5:54 Corporate Bond Risks + Yields
8:08 Treasury Bond Price Changes Since 2021
9:14 20-Year Treasury Bond ETF
12:15 Let’s Talk Consumption
14:28 Median Net Worth through the Decades
17:19 Debt Report since 1989
18:18 The Mortgage Debt Burden
19:00 Cash Poor but House Rich
20:20 Better Times Are Coming



Co-Hosts: Marcos Segrera, CFP®, Wealth Manager and Principal and Brett Horowitz, CFP®, AIF®, Wealth Manager and Principal at Evensky & Katz / Foldes.

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