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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RIA Perspectives

How Microsoft Teams Can Transform Your RIA Firm’s Efficiency and Compliance
- Natalie Painter
In the competitive world of registered investment advisory (RIA) firms, effective communication and collaboration are key to delivering exceptional client service and maintaining regulatory compliance. Before the pandemic, in-person collaboration was the norm at our firm, but with the transition to a fully remote office, we needed a secure internal communication platform. Today, as many…
Market Insights Retirement Planning Tax Planning

One Big Beautiful Bill: How Trump’s Tax Overhaul Impacts American Families and Businesses
- David Garcia
On July 4th, 2025, President Donald Trump signed into law the “One Big Beautiful Bill Act,” a sweeping piece of legislation that reshapes the American tax landscape and introduces a range of economic, social, and regulatory reforms. Below is an examination of the bill’s key provisions. Key Provisions of the “Big Beautiful Bill” 1. Permanent Extension and Expansion…
Family Planning Financial Literacy & Fundamentals

Smart Money Moves for Teens: The Best Financial Literacy Apps
- Katherine Sojo
Why Financial Literacy for Teens Matters Let’s face it—teaching teens about money can be tricky. But thanks to an ever-growing list of financial literacy apps, it’s never been easier (or more engaging) to help kids build healthy money habits. I recently spoke with two clients who’ve been using the Greenlight app to help their children…
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…