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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Retirement Planning Wealth Management

The Cost of a Good Idea — And What Golf Taught Me About Leaving It Alone
- Alejandro Ruiz
I started playing golf about a month ago. And let me be honest with you — it’s the most humbling thing I’ve done in recent memory. I grew up playing baseball, so I figured I’d have at least a fighting chance. The coordination, the swing mechanics — how different could it be? Turns out, very.…
Career Financial Literacy & Fundamentals

Do You Own Your Time?
- Marcos A. Segrera
When a full calendar feels like success I am infamous for having a calendar booked for months in advance. When this first started happening, it felt good. Early in my career, I didn’t have enough work to fill my time, so the goal was simple: get as many meetings booked and clients closed as possible.…
Estate Planning Family Planning Financial Literacy & Fundamentals

The Financial Traits We Inherit (But Rarely Talk About)
- Katherine Sojo
A few years ago, I worked with a family going through a significant wealth transition. The parents had built a strong, disciplined financial life—steady investing, thoughtful planning, and a long-term focus. Their adult children? Very different. One avoided investing altogether and kept most assets in cash. The other leaned heavily into high-risk opportunities, always chasing…
Family Planning Financial Literacy & Fundamentals

Before the Bell Rings: The Most Important Back-to-School Conversations Aren’t About School
- Flavio Landivar
Every August, the same rituals play out in households across the country. Supply lists get checked off. Orientation nights get added to the calendar. New routines get tested. And couples spend a lot of energy making sure their kids are ready for the year ahead. What tends to get skipped? The conversation about whether they…
Business Owners Tax Planning

Is a Cash Balance Plan the Tax Strategy Your Business Needs?
- Scott DeCecchis
When business is going well and your income becomes more predictable, there’s often one big question that comes up during tax season: “Is there anything else I can do to reduce my tax liability while saving more for retirement?” That’s where a Cash Balance Plan might come into play. These plans aren’t for everyone, but…
Financial Literacy & Fundamentals

Back-to-School Financial Planning: Teaching Kids About Money, Time, and Priorities
- Anne Bednarz
What if back-to-school shopping could become a financial lesson? What if back-to-school shopping could do more than prepare your kids for the classroom? What if it could also become a small but meaningful lesson in financial decision-making? As a working parent, I know firsthand how quickly this season escalates. One day you’re enjoying the final…