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 Career Tax Planning

The OBBA §179 Deduction: Conversations Every Business Owner Should Be Having
- Michael Walsh
- Karen Ross, EA
It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…
Estate Planning Family Planning

Collaborative Divorce: Navigating Legal and Financial Decisions with Clarity
- Roxanne Alexander
- Adam B. Cordover
Divorce can be one of life’s most challenging transitions, affecting both emotional well-being and financial stability. How the process unfolds can influence your future for years to come. Collaborative divorce offers an approach that emphasizes clarity, control, and cooperation. While it may not be right for everyone, it provides a structured path for families who…
Estate Planning

Giving Back—and Giving Forward: A High-Level Look at Charitable Lead Trusts
- Michael Walsh
For families and individuals who want their wealth to reflect their values, estate planning is about more than numbers—it’s about purpose. Many seek ways to have a lasting philanthropic impact while also ensuring their loved ones are supported for generations. A Charitable Lead Trust (CLT) is one strategy that can help accomplish both. Real-Life Scenarios:…
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…