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Topic:
Business Operations
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Should I Buy or Lease a Car?
After buying a home, one of the next major purchase decisions (and expense) is a car. The latest headlines and recent article in the Wall Street Journal “Buying a Car Now Is Brutal—New or Used. Read This First” (linked below) states how the market for cars has been turned upside down due to lack of…
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A Baby Changes Everything
There is no greater joy than finding out that either you or a loved one is expecting a new baby. It can bring a flood of emotions, from excitement to uncertainty, but being prepared is a great first step. I created this checklist to help new parents prepare for important considerations beyond cribs, car seats,…
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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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