Resources - Evensky

Important Dates 2022

Evensky & Katz / Foldes

This guide is designed to provide quick, accurate references for the most frequently needed financial numbers, ensuring you have the information you need at your fingertips.

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Is FIRE Still Realistic?
- Marcos A. Segrera
The modern FIRE movement may be less about quitting work and retiring, and more about buying back your time.
Reading List

This single mom saved $1 million in 15 years to retire at 49. How to use her strategies to catch up on retirement savings.
- Flavio Landivar
It’s not too late to fast-track your retirement savings, even if you’re 50 years old and have debt
Reading List

Evensky & Katz / Foldes Wealth Management: Interview With Principal & Chief Revenue Officer David Evensky About The Advisory Firm
- David S. Evensky
Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.
Talk Your Chart

Talk Your Chart | 2026 Predictions: A Year in Review and a Look at the Year Ahead | Ep. 75
- Brett Horowitz
- Marcos A. Segrera
Episode 75 of Talk Your Chart kicks off the new year with Marcos and Brett revisiting their 2025 predictions to see what held up, what missed, and why. From stocks and bonds to GDP growth and Bitcoin, they break down the charts that mattered most and share their outlook for the year ahead. Charts available…
Reading List

45% of Gen Z adults say they would be happy to receive crypto as a gift this holiday season—here’s what experts say
- Flavio Landivar
Given how volatile and speculative cryptocurrencies are, they can be risky and are ill-advised if you’re looking to gift an asset that will grow in value.
Talk Your Chart

Talk Your Chart | Market Reversals, AI Interdependence, and What Investors Should Know | Ep. 74
- Lane M. Jones
- Brett Horowitz
In episode 74 of Talk Your Chart, Brett Horowitz is joined by Lane Jones, Chief Investment Officer at Evensky & Katz / Foldes, to examine some of the most surprising market behaviors of 2025. They break down this year’s historic intraday reversals, why strong economic data can still trigger weak market reactions, and how rate-cut…