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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IRS Announces Increased Auditing for Solo 401(k) Retirement Plans
The benefits of self-employment are plenty, but there’s at least one significant drawback: the lack of an employer-sponsored retirement plan. Enter the solo 401(k). Designed for self-employed workers, a solo 401(k) mimics many of the features of an employer-sponsored plan, without the drag of the administrative burdens a traditional 401(k) is known for. A solo…
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The Benefits of Donating Highly Appreciated Investments
What most People don’t know is the method you use to donate can make a big difference to the amount of money you’re giving to the charity as well as maximizing the amount of tax savings to you, the donor. David Garcia, CFP, CFA, and Partner at Evensky & Katz / Foldes Financial reviews strategies…
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Hurricane Season: Home, Family, and Financial Planning Tips
While the last year of COVID-19 is still fresh on our minds, unfortunately, hurricane season is just around the corner. Being prepared early while you have the time can save you the stress of having to panic when a storm is right around the corner. As we all recall the run on several items at…
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LTC – To Buy or Not to Buy?
The decision on whether to buy long-term care insurance vs. self-insuring is a question many clients ask. If you can afford to self insure based on your planning, then the choice boils down to whether you would like to retain the risk or share the risk with an insurance company. The goal would be to…
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Umbrella Liability – Do I need it?
Umbrella liability insurance is a type of liability insurance available to individuals and companies protecting them against claims above and beyond the amount covered by their primary policies. If your liability coverage isn’t enough to cover the damages of an accident or an incident on your property, a personal umbrella insurance policy kicks in when…
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Why Your Spouse May Like Your Company Retirement Plan More Than Your IRA
One important difference between IRAs and company retirement plans is spousal protection. Except for community property states (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin), spouses of IRA owners do not have any rights to the account. By contrast, many corporate retirement plans must provide spouses at least some protection. In the…
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