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Business Operations
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Beyond Traditional Diversification: Tax Diversification
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Evensky & Katz / Foldes
Diversification is an important strategy to reduce idiosyncratic risk in investment portfolios. Most investors are familiar with the concept of diversification and you have probably heard the phrase “Do not put all your eggs in one basket.” However, oftentimes investors overlook the tax ramifications that are embedded when investing in the markets. Investors want to…
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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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Special Needs Planning: Resources and Items to Consider
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Evensky & Katz / Foldes
Special needs planning is often narrowly thought of as simply creating a special needs trust. However, depending on the individual’s situation and needs, it may require much more. This article will focus on the resources and strategies available to those with special needs and their families who care for them. Childhood Federal legislation requires local…
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