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…

Topics

Latest Blogs

RIA Perspectives

Death of the Em Dash: What “AI Slop” Is Actually Telling Us About Content
- Michelle Panzera
What Is AI Slop, Really? Have you ever scrolled past a perfectly formatted article and felt… nothing? That low-grade disengagement is what many are calling “AI slop.” The critique is predictable: too polished, too structured, too clean. Too many em dashes. Too many tidy paragraphs. A tone that feels suspiciously curated. But that framing misses…
Estate Planning Family Planning

The Darker Side of Planning: A Guide to Thoughtful Legacy Planning
- Roxanne Alexander
Planning for the future is often associated with exciting milestones—retirement, travel, or leaving a legacy. Yet there’s a side of planning we tend to avoid: aging, health challenges, and death. Thoughtful legacy planning addresses these realities, protecting both your family and your wishes while giving you peace of mind. The truth is we’re not getting…
Estate Planning Financial Literacy & Fundamentals Tax Planning

Name, Image, and Likeness: The Financial Playbook Every Athlete Needs
- Michael Hoeflinger
In 2021, college sports entered a new era. The introduction of Name, Image, and Likeness (NIL) rights gave student-athletes the ability to earn money through endorsements, sponsorships, and social media partnerships. For many young athletes, this was the first time their talent could translate directly into financial opportunity. But with opportunity comes responsibility—and complexity. NIL…
Estate Planning Retirement Planning

Turning Your IRA into a Legacy: How a Donor Advised Fund Can Amplify Your Impact
- Michael Walsh
What if your retirement savings could do more than secure your future—what if they could create a lasting impact on the causes and communities you care about? For many families, naming a donor advised fund (DAF) as the beneficiary of an IRA is a purposeful strategy that makes this possible. Retaining Influence Over Your Charitable…
Business Owners Tax Planning

Protect Profits and People: The Top 3 Risk Management Strategies for Your Business
- Scott DeCecchis
- Alexander Dopazo
Running a business is about more than day-to-day operations — it’s about protecting the hard work you’ve invested and the people who make it possible. Business owners face the dual challenge of maintaining profitability while creating a workplace where employees feel valued and secure. Smart companies understand that risk management and employee retention are interconnected.…
Financial Literacy & Fundamentals

Budgeting and Financial Organization: Lessons from Life, Love, and Messy Homes
- Brett Horowitz
Recently, my wife sent me an opinion article from The New York Times titled “My Home is Messy, and I Don’t Feel Bad About It” by KC Davis. The author highlights many reasons why being messy can be a positive trait—from fostering creativity to accepting that the same DNA that “makes us shine can’t be…