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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Business Owners Retirement Planning

Alternative Investments in 401(k) Plans: What Every Plan Sponsor Should Know
- Scott DeCecchis
- Lane M. Jones
For decades, most retirement plans have followed a familiar playbook: stock funds, bond funds, target date funds, and a stable value or money market option to round things out. That playbook is starting to change, and if you sponsor a retirement plan, it’s worth understanding why alternative investments in 401(k) plans are suddenly part of…
Family Planning Financial Literacy & Fundamentals

What’s for Dinner? The Power of a Weekly Planning Reset for Your Family—and Your Finances
- Anne Bednarz
“What’s for dinner?” It’s the question that shows up every single day—usually right when life feels the busiest. Sometimes I wonder how we ever managed family life and work life before the days of online ordering and curbside pickup. Back then, dinner didn’t just mean cooking—it meant carving out time to walk the grocery store…
RIA Perspectives

Building an Effective New Hire Onboarding Process for RIA Firms
- Natalie Painter
Most RIA leaders know the feeling. You’ve worked through the hiring process, aligned internally on the role, and finally brought the right person on board. The offer is accepted, the paperwork is moving, and it feels like a win. But in practice, what happens next often determines whether that hire becomes a long-term contributor or an operational strain. In…
Estate Planning Family Planning

When to “Trust” your kids: Balancing independence and support
- Roxanne Alexander
Deciding when and how to distribute funds from a trust to your children is one of the most nuanced responsibilities in estate planning. It sits at the intersection of financial stewardship, emotional judgment, and long-term family values. The goal is rarely just about transferring money. It is about shaping outcomes: independence, resilience, opportunity, and security.…
Reading List Retirement Planning

Retirees have questions for financial advisers. Here’s what they want to know.
- Flavio Landivar
Roughly a third want advice for what to do with the money in their former workplace plan, while nearly 3 in 10 want a withdrawal strategy that turns savings into retirement income. Others seek help with taxes, long-term care planning, debt reduction, or estate planning.
Estate Planning Financial Literacy & Fundamentals

Do You Have More Spatulas Than Financial Accounts? A Case for Consolidation
- Brett Horowitz
We added another wooden spatula to our kitchen recently. And when I say another, I mean to an already impressive collection. At this point, we could host a dinner party for 15 people and assign each dish its own spatula. Is that necessary? Probably not. But I am not the chef or the party planner—and…