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

Budgeting and Financial Organization: Lessons from Life, Love, and Messy Homes
- Brett Horowitz
Recently, my wife sent me an opinion article from The New York Times titled “My Home is Messy, and I Don’t Feel Bad About It” by KC Davis. The author highlights many reasons why being messy can be a positive trait—from fostering creativity to accepting that the same DNA that “makes us shine can’t be…
Estate Planning

Private Family Foundations: A Legacy of Giving and a Classroom for the Next Generation
- Michael Walsh
For families who want to make a lasting impact, a Private Family Foundation (PFF) can be both a philanthropic vehicle and a platform for teaching values across generations. At its core, a private foundation is a tax-exempt nonprofit organization that you create and control—one that supports the causes you care deeply about, both during your…
Family Planning Tax Planning

The Looming ACA Premium Tax Credit Cliff: How Families Can Manage Rising Healthcare Costs
- Katherine Sojo
Picture this: You finally have a handle on your healthcare costs. The numbers make sense. The plan fits. But a sudden change in policy could flip everything upside down. It can feel like the ground shifting beneath your feet. For many families, the potential expiration of enhanced ACA Premium Tax Credits at the end of…
Estate Planning

Charitable Planning During a Liquidity Event: What to Consider Before You Sell
- Michael Walsh
Liquidity events—selling a business, real estate, or a concentrated stock position—are rare moments that often define a business owner’s financial and philanthropic legacy. Before you sign the papers, thoughtful charitable planning can transform a tax liability into a purposeful legacy. The central rule is simple: start before the deal closes. Why timing matters When a…
Estate Planning Family Planning

When Love Ends, Who Keeps the Picasso? Dividing Art and Collectibles in Divorce
- Roxanne Alexander
- Taylor M. Gang
- Tara Finley, ISA, AM
Divorce is never only about dividing assets. For many couples, the most difficult conversations don’t revolve around bank accounts or real estate—they center on the art, antiques, wine, or collectibles that hold both financial and emotional weight. Over the years, I’ve seen how these items often represent more than monetary value. They are memories, passions,…
Estate Planning

Combining Donor-Advised Funds and Private Family Foundations for Charitable Giving
- Michael Walsh
When families embark on a philanthropic journey, they often consider whether to create a private family foundation (PFF) or establish a donor-advised fund (DAF). Both vehicles are powerful tools, each with distinct advantages. In practice, many families find that using both together can provide the flexibility, simplicity, and impact they seek. With careful planning, the…