
A Memo from our Chief Investment Officer | March 2025
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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Turning Wealth Into Wisdom: How Families Shape a Lasting Legacy
Money is more than a tool—it’s a teacher, a mirror, and a powerful force for change. From childhood lessons to family traditions, our financial beliefs and habits are shaped over time. But when families plan intentionally, wealth can do more than last—it can lead. By passing on not just assets but values, purpose, and insight,…
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Redefining Retirement: How to Repurpose After a Successful Career
A recent report from the Financial Planning Association hit on something we see all the time: people can have their financial ducks in a row for retirement, but emotionally? They’re often miles behind. It makes sense. Leaving a long, successful career isn’t just about money; it shakes up your routine, your social life, and even…
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The Growing Phenomenon of Grey Divorce: What Older Couples Should Know
While divorce rates have generally declined in recent decades, one demographic has bucked this trend: couples over the age of 50. Dubbed “grey divorce,” this growing phenomenon presents unique challenges that younger divorcees typically don’t face. As empty nests, changing social norms, and desires for personal fulfillment drive more long-term marriages apart, those involved must…
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SECURE 2.0 Roth Catch-Up Rule: What High Earners Need to Know Before 2026
Beginning January 1, 2026, a key provision of the SECURE Act 2.0 will take effect that reshapes how retirement plan catch-up contributions are handled. Known as the SECURE 2.0 Roth catch-up rule, this change will require anyone age 50 or older who earned more than $145,000 in wages from their employer in the previous year…
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The Backbone of Your RIA: Building a Best-in-Class Client Services Team
In a competitive wealth management landscape, your Client Services team can be your greatest differentiator. A thriving Registered Investment Advisory (RIA) firm isn’t just built on strong financial planning and investment strategies—it’s also built on an exceptional Client Services team. The Client Services department is the backbone of client relationships, ensuring that every interaction is…
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A New Addition, A New Plan: Financial Planning for Expecting Parents
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…
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