Charitable Gifting
Feel free to contact Michael Walsh with any questions by email: [email protected] or by phone: 305.448.8882 extension 213.
For more about Evensky & Katz/ Foldes Financial visit: www.evensky.com.
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Recent Insights
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Smart Money Moves for Teens: The Best Financial Literacy Apps
Why Financial Literacy for Teens Matters Let’s face it—teaching teens about money can be tricky. But thanks to an ever-growing list of financial literacy apps, it’s never been easier (or more engaging) to help kids build healthy money habits. I recently spoke with two clients who’ve been using the Greenlight app to help their children…
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Rebuilding Financial Confidence After Divorce: Managing Risk & Moving Forward
Divorce is not just an emotional transition—it’s a financial one, too. The process of separating assets, redefining financial goals, and adjusting to a new financial reality can feel overwhelming. But with the right mindset and strategies, you can regain control and build a future that aligns with your new chapter in life. Understanding Financial Risk…
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Giving with Pride: Smart Strategies for LGBTQIA+ Donors
Understanding the Landscape of LGBTQIA+ Philanthropy LGBTQIA+ donors are uniquely positioned to drive meaningful change, but the philanthropic landscape remains complex and underfunded. Historically, LGBTQIA+ organizations have faced significant challenges in securing resources, often competing with larger, more established nonprofits for limited funding. This disparity highlights the importance of strategic giving to ensure that your…
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How to Build Lasting Relationships that Propel Your Business and Elevate Your Community
As business leaders, our role in the community extends beyond charitable acts—it’s a strategic initiative that strengthens both our businesses and the communities we serve. Building meaningful community partnerships is not just about doing good; it’s about doing it strategically to foster deeper relationships, enhance your brand, and make a lasting difference. But where do…
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Talk Your Chart | From Tax Trends to Firing a God Portfolio: Economic Insights | Episode 68
In Episode 68 of Talk Your Chart, Marcos and Brett dive into a jam-packed discussion of economic trends, market psychology, and long-term investing. From tax receipts and Social Security’s ticking clock to why even a ‘God’ portfolio gets fired—this one covers it all and more. Charts available for download here.
