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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Family Planning Financial Literacy & Fundamentals

The Psychology of Money for Kids: How Couples Can Teach Financial Literacy Together
- Flavio Landivar
Why Teaching Kids About Money Starts Early Children begin forming beliefs about money far earlier than many parents realize. By the time they’re in kindergarten, many kids already show emotional reactions to saving, spending, and sharing. These early money behaviors aren’t just shaped by conversations—they’re based on what kids see, hear, and feel in their…
Business Owners Career Retirement Planning

Executive Order Could Bring Alternative Investments to 401(k) Plans: What You Need to Know
- Scott DeCecchis
For millions of Americans, 401(k) accounts are the cornerstone of retirement savings. A new proposal from the White House could expand what you can invest in—and potentially reshape your long-term strategy. This new Executive Order could eventually change the types of investments available inside your 401(k) or other employer retirement plan. While nothing is changing…
Family Planning

Smart Starts: The Best Books and Games to Teach Kids About Money (Ages 4–12)
- Katherine Sojo
Why Teaching Financial Literacy to Kids Matters Financial literacy is one of the most important life skills we can teach children—and yet, it’s rarely part of the standard school curriculum. Left unaddressed, money can become a source of confusion or even anxiety later in life. But taught early, it becomes a tool for empowerment. The…
Estate Planning Family Planning Market Insights Tax Planning

One Big Beautiful Bill: Key Financial Impacts for LGBTQIA+ Households
- David Garcia
On July 4, 2025, President Donald Trump signed the “One Big Beautiful Bill Act” into law—a wide-reaching piece of legislation that touches everything from tax rates and healthcare to education, housing, and family benefits. For LGBTQIA+ individuals and families, some of these changes may create new planning opportunities, while others may require a closer look…
Family Planning Financial Literacy & Fundamentals

What’s a Trump Account? A New Way to Build Financial Discipline—From Day One
- Alejandro Ruiz
The Trump Account isn’t a flashy new savings tool. In fact, that’s its strength. It’s structured, restrictive, and deliberately focused—and in a world of financial products that promise flexibility and quick access, that kind of design is rare. But for families who value discipline, long-term thinking, and intentional planning, it might be exactly what you’ve…
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…