Blog - Evensky

Market headlines can be overwhelming, especially in times of uncertainty. At Evensky & Katz / Foldes, we understand that economic shifts, policy changes, and market fluctuations can trigger real concerns about your financial future. In the letter below, our Chief Investment Officer, Lane Jones, shares insights on the current market environment, the impact of recent…

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Financial Literacy & Fundamentals Market Insights

Horton Hears a Hyperscaler: What a bedtime story taught me about AI investing
- Marcos A. Segrera
My kids and I have read Horton Hears a Who! more times than I can count. It’s become the go-to bedtime pick in our house, partly because the story is wonderful and partly because it clocks in at about 30 minutes flat. My wife recently confessed that she reads every third page when it’s the…
Financial Literacy & Fundamentals Retirement Planning

Hobbies in Retirement: Planning for the Everyday
- John R. Salter
When we talk about planning for retirement, the conversation almost always starts with the finances. Do I have enough saved? Will my income be reliable? Can I travel, help family members, or give generously? Those are important questions. But there’s another one that tends to get pushed aside—and it may matter just as much: What…
Family Planning Financial Literacy & Fundamentals Retirement Planning

The Rise of Financial Independence for Women: Rewriting the Rules of Wealth and Retirement
- Kaylyn Adams
For generations, financial planning followed a fairly predictable script: get an education, build a career, get married, raise a family, then retire. Today, that script is being rewritten. Women are marrying later than previous generations, and a growing number are choosing not to marry at all. As a CFP® who spends most of my time…
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I plan to leave money to grandkids — but they must pass financial-literacy classes to get it. Is that fair?
- Flavio Landivar
Family Planning Retirement Planning

Plan Intentionally: Designing Retirement Around the Moments That Matter Most
- Katherine Sojo
Retirement planning has always been about more than numbers on a spreadsheet. At its core, it is about securing the freedom to live with purpose, stay connected to the people who matter most, and show up for life’s real moments when they matter most. Too often, conversations about retirement become consumed by growth rates, projections,…
Family Planning Financial Literacy & Fundamentals Retirement Planning

What Lubbock Quietly Teaches About Wealth
After years of working with families in Lubbock, we’ve come to appreciate something that rarely gets said out loud: wealth is not just what you accumulate. It is what your environment allows you to keep, experience, and enjoy. And in that sense, Lubbock has a way of teaching lessons that extend far beyond financial planning.…