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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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…
Financial Literacy & Fundamentals

Thoughtful Investing Through Diversification: Building Portfolios for an Uncertain World
- Michael Scheinberg
Thoughtful investing requires more than selecting investments and letting them run. Portfolios evolve as markets move, risk shifts over time, and allocations naturally drift. Over time, even well-constructed portfolios can begin to behave differently than originally intended if they are not built and maintained with discipline. That discipline begins at the construction level. Diversification is…
Tax Planning

Key Considerations Before Selling Real Estate in Florida: Taxes, Exemptions, and Planning Strategies
- Michael Antczak
Selling real estate is often framed as a market decision—when to list, how to price, and whether conditions are favorable. Just as important, however, are the tax and planning implications that determine how much of the sale you ultimately keep. Whether you are selling a primary residence, a rental property, or a long-held investment, the…
Tax Planning Wealth Management

Are Property Taxes Going Away in Florida?
- Michael Antczak
Florida property tax reform is a meaningful planning issue, but it is far from a done deal as there is currently no consensus plan from the Legislature to be put before voters in the upcoming November 2026 elections. Previous proposals have focused primarily on reducing — and in some versions ultimately eliminating — the non-school…
Financial Literacy & Fundamentals

Is Wine an Investment? A Financial Advisor–Sommelier’s Perspective on Wine as an Alternative Asset Class
- Taylor M. Gang
My professional life sits at the intersection of wealth management, wine, and winemaking—giving me a unique perspective on balancing long-term planning with the enjoyment of the journey along the way. As a wealth manager, sommelier, and winemaker, I’m often asked a deceptively simple question: Is wine a legitimate investment? My answer is always the same—it’s…
Business Owners

What Plan Contacts Need to Know About the New Long-Term Part-Time Rule (SECURE 2.0)
- Scott DeCecchis
A key provision of the SECURE 2.0 Act is now in effect, and if you sponsor a retirement plan, it is important to ensure your operations are up to date. For plan years beginning after December 31, 2024, the eligibility timeline for long-term part-time employees (LTPTs) to contribute to 401(k) plans, and to ERISA-covered 403(b)…