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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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…
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Protecting Elderly Family Members – What Can You Do?
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls and emails and IRS fraud as scammers and the technology used becomes more and more sophisticated. There are some steps you can take to help…
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Turning age 70.5 with an IRA account – what you need to know
When to Start Planning for Retirement There’s a reason that you need retirement plan solutions. Regardless of when you plan to stop working, the IRS requires you to take distributions at 70.5. Making sure you start taking distributions is crucial, since the IRS imposes a 50% penalty on funds that are not withdrawn. But, this is…
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What is perfect tax planning when it comes to tax returns?
It’s that time of year again when millions of Americans file their tax returns before the deadline, hoping for a tax refund of some sort. But is that really the best strategy from a financial planning standpoint? The best tax planning is to have a tax balance of zero when it’s time to file, which…
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The Law of Division – Planning after Divorce — Taxes & Planning
Taxes Your tax filing status will be your status as of the end of the year. This may cause your taxes to increase or lead to an additional liability. If you are a W2 employee and have been withholding for most of the year based on being married, you may end up under-withholding if you…
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My Own “Jiminy Cricket”
Whether you are working with a doctor, lawyer, or financial professional, you need to be aware of who is watching over you. It’s not enough to simply assume that they are on your side. When someone gives us recommendations, we want them to be like the Jiminy Cricket character in Pinocchio—a trustworthy person who is looking…
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