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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Family Planning

Rebuilding Financial Confidence After Divorce: Managing Risk & Moving Forward
- Roxanne Alexander
Divorce is not just an emotional transition—it’s a financial one, too. The process of separating assets, redefining financial goals, and adjusting to a new financial reality can feel overwhelming. But with the right mindset and strategies, you can regain control and build a future that aligns with your new chapter in life. Understanding Financial Risk…
Family Planning Tax Planning

Giving with Pride: Smart Strategies for LGBTQIA+ Donors
- David Garcia
Understanding the Landscape of LGBTQIA+ Philanthropy LGBTQIA+ donors are uniquely positioned to drive meaningful change, but the philanthropic landscape remains complex and underfunded. Historically, LGBTQIA+ organizations have faced significant challenges in securing resources, often competing with larger, more established nonprofits for limited funding. This disparity highlights the importance of strategic giving to ensure that your…
Charitable Giving RIA Perspectives

How to Build Lasting Relationships that Propel Your Business and Elevate Your Community
- David S. Evensky
As business leaders, our role in the community extends beyond charitable acts—it’s a strategic initiative that strengthens both our businesses and the communities we serve. Building meaningful community partnerships is not just about doing good; it’s about doing it strategically to foster deeper relationships, enhance your brand, and make a lasting difference. But where do…
Financial Literacy & Fundamentals Market Insights Retirement Planning

The Other Behavioral Gap: Why Total Return Investing Could Be the Key to Your Financial Freedom
- Marcos A. Segrera
What is the Other Behavioral Gap: If you’ve been investing for a while, you’re likely familiar with the first major behavioral gap: emotional investing that is driven by fear or greed. These forces drive you to buy high and sell low. It’s a pattern that often shows up when market fluctuations cause knee-jerk reactions. But…
RIA Perspectives

A Year In Review: 10 Strategies To Fuel A Growing RIA
- Matthew A. McGrath
Growing a successful RIA goes beyond simply increasing assets under management; it involves cultivating a resilient firm culture, streamlining operations, and strategically positioning the company for long-term growth. Over the past year, our team has made significant strides in executing intentional, strategic changes that have propelled our firm forward, fostering a more productive and positive…
Family Planning Retirement Planning Tax Planning

Navigating Retirement Planning for the LGBTQIA+ Community: Challenges and Solutions
- David Garcia
The LGBTQIA+ community faces unique retirement planning challenges that can complicate their financial security and quality of life in later years. Even as societal norms evolve, the legacy of discrimination and economic disparity continues to impact retirement outcomes for LGBTQIA+ individuals. Financial Disparities: A Persistent Challenge One of the most pressing issues is the financial…