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…
Topics
Latest Blogs
-
Charitable Gifting
Feel free to contact Michael Walsh with any questions by email: [email protected] or by phone: 305.448.8882 extension 213. For more about Evensky & Katz/ Foldes Financial visit: www.evensky.com.
-
Just inherited an IRA? Take a moment to consider your options
Have you or will you inherit an IRA from someone that is not your spouse? This is not uncommon. Roughly 42 million US households own some type of IRA. So odds are you know someone other than your spouse who owns an IRA. Play your cards right and you could be a named beneficiary. If…
-
The retirement opportunity you may be missing – The SEP IRA
Its is very common for workers to generate some form of income outside of their primary occupation. You may have a full-time job but still seek an opportunity to generate additional income. The extra money could be a potential opportunity to increase retirement savings. A Simplified Employee Pension IRA (SEP IRA) offers an easy and…
-
Thoughts on Transferring Wealth to the Next Generation
Lately, clients have been asking if we wouldn’t mind having a conversation with their kids about planning for future wealth transfer, as well as helping their children learn how to save and become financially independent. The decision as to whether to talk to your children and when is very personal, so there is no right…
-
How to Navigate Between Private Foundations and Donor-Advised Funds
-
Evensky & Katz / Foldes
There are more tools now available to help you plan your charitable giving. The two most popular vehicles are private foundations and donor-advised funds (DAFs). While they are both designed to accomplish the same goal, namely of getting funds to charitable causes you care most about, they each come with a different set of pros…
-
-
The December Rout
BLOOMBERG, DECEMBER 26, 2018, 10:23 AM INVESTORS SCRAMBLE TO PULL CASH OUT OF MUTUAL FUNDS Investors withdrew $56.2 billion from mutual funds during the week that ended Dec. 19, according to data from the Investment Company Institute. The mutual fund market hasn’t experienced a one-week outflow so large since October 2008. REMEMBER THESE HEADLINES DURING…
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146
Phone: 305-448-8882
Fax: 305-448-1326
Office Hours: Monday through Thursday: 9:00 am – 5:00 pm Friday: 8:30 am – 4:30 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423
Phone: 806-747-7995
Fax: 806-747-8569
Office Hours: Monday through Friday: 9:00 am – 5:00 pm
Contact Us
Fill out the form to get started with a plan and an advisor that you can trust.
10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004
Phone: 425-658-0466