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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Financial Literacy & Fundamentals

Lagniappe: Some Final Takeaways
- Harold R. Evensky
The following is an excerpt from Chapter 23 of Hello Harold written by Harold Evensky. It has been adapted and edited for easier digital reading. I couldn’t resist using one of my favorite words—lagniappe. It means a little something extra given at no cost, somewhat like the thirteenth doughnut in a baker’s dozen. Because there…
Market Insights

3 Market Considerations Heading into 2024
- Marcos A. Segrera
As we wrap up 2023, I want to discuss 3 points that are on my mind—and seemingly on the minds of folks like you: inflation, interest rates, and cash. As usual, the crystal ball is broken, but that won’t stop us from approaching things thoughtfully and with goals in mind. 1. Inflation: the next decade…
Career Financial Literacy & Fundamentals Retirement Planning Tax Planning

Beyond Billable Hours: Financial Considerations for Legal Professionals
- Marcos A. Segrera
As a partner or shareholder of a law firm, your financial structure might be less predictable or straightforward compared to traditional salaried employees. Between irregular cash flows from legal settlements, dividends, and distinct firm-related structures, there are complex tax and cash flow considerations that should be addressed in your financial plan. 1. Unpredictable Cash Flows…
Retirement Planning Tax Planning

Often Underestimated Retirement Assumptions
- Roxanne Alexander
When planning for retirement, there are several rules of thumb to guide you part of the way there, but many of these rules don’t account for all the contingencies we may face in real life. Life Expectancy Average life expectancy in the US is around 76-78 years old. Life expectancy can vary based on various…
Career Financial Literacy & Fundamentals Tax Planning

Navigating the Waters of Irregular Cash Flow: A Guide for Attorneys
- Marcos A. Segrera
Managing finances can be complex for anyone, but many attorneys face the unique challenge of irregular cash flow throughout the year. Unlike salaried employees who can depend on a steady income, attorneys may experience significant income fluctuations due to the varying nature of legal cases, distribution payments, and other financial structures in place. While this…
Family Planning

Kids Headed to College? You May Want Them to Sign These Four Documents.
- Marcos A. Segrera
Estate planning isn’t often at the top of the priorities list when sending your kid off to college. Allow us to shake things up and bring it straight to the top, at least for some quick consideration. Here’s why: Once your kids turn 18, they are legally adults. Many areas of their life that were…