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

A New Addition, A New Plan: Financial Planning for Expecting Parents
- Flavio Landivar
Bringing home your first child is one of life’s most exciting milestones—and also one of the most transformative. You and your partner are stepping into new roles, new routines, and yes, new responsibilities. Financial planning strategies might not be the most glamorous part of preparing for a baby, but having a clear plan can bring…
Business Owners

Choosing the Right Fiduciary Support for Your Business’s Retirement Plan: 3(21) vs. 3(38)
- Scott DeCecchis
As a business owner, managing your company’s retirement plan can feel like a balancing act. You want to offer a quality retirement plan to your employees while ensuring it meets regulatory requirements and stays competitive. One of the most important decisions you’ll face is selecting the right fiduciary support for your plan. The two primary…
Career Financial Literacy & Fundamentals

The 401(k) You Left Behind — Wealth Management and Financial Planning Strategies to Protect Your Future
- Scott DeCecchis
If you’ve ever switched jobs (and most of us have), chances are you left a retirement account behind. Maybe you figured it’s best left untouched — or maybe you just forgot about it altogether. But rolling over your old 401(k) into your current employer’s plan or into an IRA might be one of the easiest…
Financial Literacy & Fundamentals

Why Smart Investors Rebalance: The Discipline Behind Thoughtful Portfolios
- Michael Scheinberg
In investing, the hardest part isn’t always choosing what to buy—it’s knowing when and how to adjust. That’s where portfolio rebalancing comes in. At Evensky & Katz / Foldes, we believe thoughtful investing means staying aligned with your goals, applying disciplined financial planning, smart investment diversification, and not chasing returns. Thoughtful Investing Starts with Thoughtful…
Business Owners Career

Choosing the Right Retirement Plan for Your Business: A Guide for Sole Proprietors
- Scott DeCecchis
As a sole proprietor, planning for your retirement is a crucial step in securing your financial future. You’re in control of your business, but you also need to be smart about how you save for the long term. The good news is that there are several retirement plan options available, each with unique benefits. Some…
Career Family Planning

Retire, Redesign, or Recharge: How to Know It’s Time for a Career Shift
- John R. Salter
Retirement Planning Goes Beyond the Numbers Choosing to leave a career is as much an emotional decision as a financial one. In fact, I would argue the financial side is the easiest to determine – it is completely objective. You either have enough in savings and income to meet your future financial goals or you…