Videos

Social Security Part 2 of 2 - Brett Horowitz, CFP®, AIF®
Social Security Part 1 of 2 - Brett Horowitz, CFP®, AIF®
COVID - 19 Market Implications and Strategy - by Lane M. Jones, CFA, CFP®
Charitable Gifting
Six Things - Part 1: Squaring The Curve
Six Things - Part 2: Returns (No Control)
Six Things - Part 3: Volatility
Six Things - Part 4: Real People
Six Things - Part 5: Market Timing
Six Things - Part 6: Knowing Where the Buck Stops

Reading List

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How to Find a Financial Planner You Trust

Once you’ve completed your vetting, interview a prospective CFP. If you’re seeking investment advice, ask the planner to describe his or her philosophy and how it will be put into practice, says Harold Evensky, a CFP and founder of Evensky & Katz/Foldes Financial.

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Bucket Strategy in Retirement Planning and its Suitability

What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associated with each bucket are different. While one bucket is responsible for maintaining income stability, other buckets offer growth in investment. This strategy is an amalgamation of security, control, and growth of investment for retirement. The bucket approach is adopted to ensure that -the inflation rate is taken into account at regular intervals. In addition to this, growth in investment is used to fund the lifestyle of the investor upon retirement.

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Tax planning is a hot topic amid a pandemic and a looming election

Planning based on current tax law is the norm for financial adviser Danqin Fang, of Evensky & Katz/Foldes Financial Wealth Management. However, the gap between the November election and taking office in January 2021 could present some planning opportunities, Fang wrote. “An increase in capital gains rates that was not retroactive could lead us to realize gains depending on the amount of the increase and the client’s particular situation,” Fang said. For example, “you may not want to accelerate gains for an 84-year-old client, considering the step up in basis his heirs would receive at death.”

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Having an Emergency Fund Is More Important than Ever.

For millions of Americans the economic disruptions caused by the coronavirus outbreak have highlighted the importance of emergency savings. One problem: With interest rates near record lows, finding a great place to keep that money is harder than ever.

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Demystifying common investing behaviors among Asian-Americans

Asian-Americans generally value education, are good at savings and legacy planning, and have a collective mindset to include extended family and multiple generations. When it comes to investing, Asian-Americans make the same behavioral mistakes, with the same emotional biases, as any other ethnic groups. However, it is always a great learning opportunity to recognize and demystify the common investing biases and beliefs many Asian-Americans share.

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Getting retirement ready in turbulent times

It’s time for pre-retirees to start taking concrete steps. For many pre-retirees or those entering retirement, the repercussions of COVID-19 and market turbulence have added new fears to their financial future. Yet this is the very time for these investors to carefully prepare for the future.

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Honoring Advisors Who Serve(d): Memorial Day, 2020

Harold Evensky, Founder/Evensky & Katz. Us Army Medical Services Corps - E2 to Captain from July 1968 through April 1981.

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Coral Gables in the Time of COVID

Financial services is another sector that has initially been immune from job loss, thanks to the power of online technology. “We are lucky that we are in one of those professions that can continue to operate remotely,” says David Evensky, CEO of wealth management firm Evensky &Katz/Foldes. “Our clients are happy about that because many of them are elderly. I think they are appreciative that we can reach them in their living rooms.”

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Wealth Managers Urge Calm Amid Market Storm

Matt McGrath, managing partner and wealth manager at Evensky & Katz/Foldes Financial, an advisory in Coral Gables, Fla., says what unsettles his most anxious clients is the unprecedented nature of the crisis.

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Don't Let Headlines Interrupt Your Long-Term Strategy

This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.

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Are Retirement Income Fears Overblown?

The industry consensus: Americans aren’t saving enough — if anything — for retirement.

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Nearly 40% of retirees spending more than they expected: report

A new survey found 39% of retirees are spending more than anticipated.

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Shopping Apps Make Life Easy, But They Also Inspire Us to Spend More. Here’s How to Stop

When’s the last time you went to the mall to make a purchase?

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The Things John Bogle Taught Us: Humility, Ethics and Simplicity

Finance investors share lessons from the late Vanguard founder.

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A Conversation with the “Dean of Financial Planning”

Evensky, called The “Dean” of Financial Planning, loves this profession.

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CFPs' info on blockchain ... what’s that about?

Not all CFPs may be comfortable with cryptocurrencies.

Books

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The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One

The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One

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Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions

Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions

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The Investment Think Tank: Theory, Strategy, and Practice For Advisers

The Investment Think Tank: Theory, Strategy, and Practice For Advisers

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Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits

Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits

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Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

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Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

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Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets

Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets

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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

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Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor

Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor