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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529 ABLE Plans: Pros & Cons
529 ABLE plans are accounts that can be used to provide for a disabled beneficiary and can be a low-cost alternative to a special needs trust. A 529 ABLE plan is similar to an education 529 plan in that earnings on the contributions are tax-deferred and tax-free when withdrawn to pay for qualified expenses for…
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Understanding Fees on Qualified Retirement Plans
When it comes to paying fees to the professionals who help administer a company’s qualified plan, there are different options available to the plan trustees. Each method impacts the plan and its participants, and it is important for plan sponsors to understand their options so that they can make an informed decision. Professionals who are…
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What is a 401k Investment Fiduciary?
There are many different types of fiduciaries in the business world, and all of them are accountable to their clients in different ways. When it comes to qualified plans, such as a 401k, there are several professionals who are serving the plan in a fiduciary status. Several examples of those fiduciaries are record keeper, third…
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Evensky & Katz / Foldes Financial Wealth Management Announces Four New Partners
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Evensky & Katz / Foldes
Evensky & Katz / Foldes Financial is proud to announce four new partners in the firm Anne Bednarz | Texas | Senior Financial Advisor | CFP®, AIF® Anne has been with the firm since 2012 and currently assists with the management of client relationships. She graduated with her Master of Science in Texas Tech University’s…
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Capital Gains Tax
How does capital gains tax work? How might your tax bracket and additional lines of income be affected by it? In this video, David Garcia, CFP/CPA tells you what you need to know to make sure you’re not paying unnecessary fees come tax time.
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Managing Money Better with a Health Savings Account
Health Savings as Risk Management Policy This year we have all been faced with the scary possibility that we might contract Covid and end up with complications or long-term residual health effects. Hopefully for most of us this will not happen, but depending on the type of health insurance policy you have, you may be…
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