Resources - Evensky

Important Dates 2022

Evensky & Katz / Foldes

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Evensky & Katz / Foldes Wealth Management: Interview With Principal & Chief Revenue Officer David Evensky About The Advisory Firm
- David S. Evensky
Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.
Talk Your Chart

Talk Your Chart | 2026 Predictions: A Year in Review and a Look at the Year Ahead | Ep. 75
- Brett Horowitz
- Marcos A. Segrera
Episode 75 of Talk Your Chart kicks off the new year with Marcos and Brett revisiting their 2025 predictions to see what held up, what missed, and why. From stocks and bonds to GDP growth and Bitcoin, they break down the charts that mattered most and share their outlook for the year ahead. Charts available…
Talk Your Chart

Talk Your Chart | Market Reversals, AI Interdependence, and What Investors Should Know | Ep. 74
- Lane M. Jones
- Brett Horowitz
In episode 74 of Talk Your Chart, Brett Horowitz is joined by Lane Jones, Chief Investment Officer at Evensky & Katz / Foldes, to examine some of the most surprising market behaviors of 2025. They break down this year’s historic intraday reversals, why strong economic data can still trigger weak market reactions, and how rate-cut…
Reading List

Here’s How To Take Your Wine Investment Portfolio to the Next Level
- Taylor M. Gang
Many investors exploring the world of wine as an asset start with a handful of bottles or a platform account. However, the real challenge (and opportunity) lies in taking a portfolio from “starter” to strategically optimized.
Talk Your Chart

Talk Your Chart | Artificial Intelligence, Global Markets, And What Really Drives Returns | Ep. 73
- Brett Horowitz
- Marcos A. Segrera
In Episode 73 of Talk Your Chart, Marcos and Brett begin by diving into the ongoing debate about Artificial Intelligence (AI) and its potential as a market bubble. They explore the real-world implications of AI for the economy, industries, and global markets. Drawing on historical market comparisons, such as Alan Greenspan’s 1996 warning about “irrational…
Reading List

Wine vs. Wall Street: How Does Fine Wine Compare to Stocks and Bonds?
- Taylor M. Gang
CFP Taylor Gang explains why fine wine’s low market correlation, stability, and scarcity make it a unique alternative to stocks and bonds.