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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Business Owners Career RIA Perspectives

10 Essential Traits of High-Performing Client Service Associates in Financial Planning
- Courtney Grusendorf
In the dynamic world of financial services, Client Service Associates (CSAs) play a pivotal role that extends far beyond administrative support. As a crucial support system for financial advisors, CSAs are integral to fostering strong client relationships and ensuring smooth operations within a financial planning firm. For financial planning firms looking to cultivate top-tier talent,…
Business Owners Career

What is an ERISA Bond for a 401(k) Plan, and Why Does It Matter?
- Scott DeCecchis
When managing a business, staying compliant with legal requirements can feel overwhelming. One critical but often overlooked necessity when setting up a 401(k) plan is securing an ERISA bond. This essential safeguard protects employees’ retirement savings and ensures compliance with federal regulations. Understanding the Basics: What is an ERISA Bond? An ERISA bond is a…
Business Owners Career

Merging More Than Just Companies: Your Guide to Seamless Retirement Plan Integration
- Scott DeCecchis
When companies merge, much attention is often given to combining operations, technology, and corporate cultures. However, one of the most complex—and crucial—tasks that often gets overlooked is how to integrate retirement plans. Getting this step right can ensure that employees stay confident in their benefits and the process runs smoothly. Below, we dive into the…
Estate Planning Family Planning Tax Planning

Before the Ballots: The Strategic Advantage of a SLAT During an Election Year
- David Garcia
With less than 70 days until election day, the future of both the White House and the Senate hangs in the balance. Regardless of who wins, the ongoing challenges of rising federal deficits, unprecedented spending, and lower tax revenues could pave the way for higher taxes in the future. The estate tax exemption, which primarily…
Business Owners Career Financial Literacy & Fundamentals Tax Planning

Understanding Form 5500: A Guide for Business Owners
- Scott DeCecchis
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
Business Owners RIA Perspectives

How to Nail Your First Marketing Hire and Set Them Up for Success
- Michelle Panzera
Let’s be real: Hiring your first marketing professional can feel like you’re on a wild treasure hunt for a mythical creature. You might think you need a one-person powerhouse who can do it all—design your brand, write every piece of content, run entire marketing campaigns, manage PR, and probably juggle fire while doing it. But…