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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Financial Literacy & Fundamentals Market Insights

Biggest Mistake: A Great Stock and a Great Investment May Not Be the Same
- Harold R. Evensky
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! “That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all too many investors make their investment decisions. Mistake, big mistake. Randi: Hello, Harold. Harold Evensky: Hi, Randi. What’s new in…
Financial Literacy & Fundamentals Market Insights

Market Timing: A Fool’s Game
- Harold R. Evensky
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! — Markets don’t care about what you need. The Trujillos visited me a few months after the technology market crashed in 2002. They were a lovely couple—both in their mid-seventies—Mr. Trujillo was dapper in his tailored blue blazer,…
Tax Planning

Tax Planning in March & April
- Marcos A. Segrera
Planning opportunities are present at all times, but March and April’s natural focus on taxes gives you a chance to identify opportunities and potential issues with your tax returns. Reviewing tax returns is daunting and difficult given the many state and federal complexities and often changing rules, not to mention the fact most individuals lack…
Estate Planning Family Planning Retirement Planning Tax Planning

Net, Net, Net: Expenses, Taxes and Inflation Can Eat Your Nest Egg – What To Do?
- Harold R. Evensky
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! — As dangerous as it is to simply extrapolate past returns into future expectations, an even bigger mistake is planning a financial future based on nominal gross returns, forgetting about how large bite expenses, taxes,…
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Unexpected Expenses When Buying a Home
- Roxanne Alexander
Buying a new home can be an expensive process, and if you are not careful, you can end up paying for items you don’t need or have already paid for. Loan Costs When applying for a mortgage and receiving quotes from various mortgage companies, make sure you are comparing apples to apples. You will…
Financial Literacy & Fundamentals

What Should You Consider When Reviewing Your Cashflow?
- Marcos A. Segrera
Monitoring cash flow is universal and critically important to the health and well-being of your financial plan. Perhaps you have: Income streams that have changed; affecting your savings, taxes, or debt service. Essential and discretionary spending has experienced upward creep; affecting your ability to save, service debt, or save for your future. Savings goals that…