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

Heads or Tails: Navigating Pet Custody During Divorce
- Roxanne Alexander
Divorce is rarely easy, and when pets are involved, it can become even more emotionally complex. For many couples, deciding who gets custody of a pet can be as heart-wrenching as dividing financial assets or determining child arrangements. Legally, pets are considered property in most states—but emotionally, they’re often family. That disconnect between law and…
Estate Planning

A Smart Giving Strategy: How Charitable Remainder Annuity Trusts Turn Generosity into Legacy
- Michael Walsh
Because Giving Shouldn’t Mean Giving Something Up Imagine this: You’ve worked hard, invested wisely, and now you’re thinking about how to share that success—not just with your loved ones, but with the causes and communities that shaped your journey. The question is no longer if you should give. It’s how to give meaningfully—without compromising your…
RIA Perspectives

Workflow Automation for RIA Firms: Boost Efficiency, Compliance, and Client Experience
- Natalie Painter
Managing client relationships, compliance, reporting, and portfolio updates can be a complex juggling act for Registered Investment Advisor (RIA) firms. Workflow automation is transforming how firms operate—streamlining processes, reducing errors, and enhancing the client experience. For additional insights into operational technology, read about How Microsoft Teams Can Transform Your RIA Firm’s Efficiency and Compliance. What…
RIA Perspectives

Return on Image: Why Your Story Matters More Than Your KPIs
- Michelle Panzera
- Anouk Pappers
In the world of wealth management (a world where Michelle has spent the better part of a decade building brands, crafting stories, and connecting advisors to their audience), marketing is often judged by KPIs and immediate ROI. Clicks, impressions, and engagement metrics dominate dashboards, yet they rarely capture the full impact of a firm’s or…
Family Planning

When Family Matters Most: A Night That Changed How I Think About Multigenerational Planning
- Katherine Sojo
Let me tell you about one of the scariest nights of my life. It started like any other. I was winding down, checking on the baby, maybe sneaking in a scroll through Instagram. You know, the usual. But then—everything changed. My mom was having a diabetic emergency. She was disoriented, confused, and couldn’t explain what…
Financial Literacy & Fundamentals

Is Country Club Living Worth It? 10 Real Costs to Know Before You Buy in South Florida
- Asher Carrell
Living the Dream? Let’s Talk About the Fine Print There’s no denying the country club lifestyle in South Florida has a lot going for it—gorgeous golf courses, great amenities, good people, and that hard-to-beat sense of community. Whether you’re into sunrise tee times, dockside dinners, or just want your home to feel like a resort,…