
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
-

Navigating NIL Opportunities: Why Financial Responsibility Matters for Student-Athletes
The introduction of Name, Image, and Likeness (NIL) rights has reshaped the world of college athletics. Student-athletes can now profit from their personal brands by partnering with businesses, signing endorsement agreements, and monetizing their social media presence—opportunities that were unavailable to previous generations. From a financial advisor’s perspective, NIL represents both opportunity and responsibility. For…
-

From Lucky Breaks to Lasting Wealth: A Couple’s Playbook to Smart Money Moves
Couples don’t need a lottery win to build meaningful wealth together. The real advantage comes from how you handle unexpected money when it enters your lives. A bonus, inheritance, or tax refund can either disappear quickly or become a stepping stone toward shared financial security. This guide helps couples think ahead and set shared goals…
-

Confidence in Chaos: How to Stay Invested Through Market Volatility
Would you rather be out of the stock market when it goes down, or risk being out when it rebounds? It is a tongue twister, but it gets to the heart of one of the most important questions in investing. There is no reliable way to consistently exit the market before downturns and reenter before…
-

Buyers’ Remorse: A Small Moment That Teaches a Bigger Lesson
Have you ever watched your child make a decision you know will teach them something important, even if it is a little uncomfortable in the moment? As a parent, I would much rather spare my kids from learning things the hard way. But experience has a way of making lessons stick in a way advice…
-

Balancing Luxury Living and Long-Term Wealth: A Guide for High-Net-Worth Individuals
One of the most significant challenges I’ve encountered over my 20+ years of working with clients is striking the balance between planning for the future and enjoying the journey along the way. Financial planners are often associated with delayed gratification—building wealth for retirement, preserving resources, and ensuring clients don’t outlive their money. But just as…
-

The Secret Weapon for Smarter Investing
After a big market move, the questions start flooding in. Is it time to take profits after a run-up? Should I buy the dip after a drop? The headlines don’t help, with some experts calling for an imminent crash while others insist the party is just getting started. This kind of uncertainty can be paralyzing—and…
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
