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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Untangling Your Finances When You Divorce: Don’t Forget These Important Details
Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details. Divorce is an emotional time for everyone involved, but neglecting diligent follow-up…
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Is Your Child Heading Off to College? Avoid these 529 Plan Distribution Mistakes
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Evensky & Katz / Foldes
Your kid(s) is(are) headed off to college – congrats Mom and Dad! Before they even meet their professors, you will receive the first of many tuition bills from the university. Thankfully, you’ve been a responsible adult and have accumulated ample savings for this exact expense in a 529 plan. But now, you’re done accumulating and…
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Should I Buy or Lease a Car?
After buying a home, one of the next major purchase decisions (and expense) is a car. The latest headlines and recent article in the Wall Street Journal “Buying a Car Now Is Brutal—New or Used. Read This First” (linked below) states how the market for cars has been turned upside down due to lack of…
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A Baby Changes Everything
There is no greater joy than finding out that either you or a loved one is expecting a new baby. It can bring a flood of emotions, from excitement to uncertainty, but being prepared is a great first step. I created this checklist to help new parents prepare for important considerations beyond cribs, car seats,…
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Beyond Traditional Diversification: Tax Diversification
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Evensky & Katz / Foldes
Diversification is an important strategy to reduce idiosyncratic risk in investment portfolios. Most investors are familiar with the concept of diversification and you have probably heard the phrase “Do not put all your eggs in one basket.” However, oftentimes investors overlook the tax ramifications that are embedded when investing in the markets. Investors want to…
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Talk Your Chart | Investment Strategy | Episode 04
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Evensky & Katz / Foldes
In this episode of Talk Your Chart, Brett & Marcos tackle two hot investment strategy topics: Interest Rates & Big Tech. First up, Brett addresses the latest client FAQ: How are rising interest rates going to impact my bond portfolio? The key takeaway? Not all bonds are created equal. Next up, Marcos discusses how Big…
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