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.

Topics

Latest Resources

Market Insights Talk Your Chart

Talk Your Chart | Tariffs, Recessions & The Great Contradiction: Why Spending Won’t Slow | Ep 67
- Brett Horowitz
- Marcos A. Segrera
In Episode 67 of Talk Your Chart, Brett and Marcos unpack the paradoxes of today’s economy — where pessimism runs high, but spending and markets stay strong. They tackle tariffs, unemployment trends, stock flows, and why negative headlines might actually be a contrarian signal. Charts available for download here.
Talk Your Chart

Talk Your Chart | Dividends, AI Investments, and Economic Splits | Episode 66
- Brett Horowitz
- Marcos A. Segrera
In this episode of Talk Your Chart, Brett and Marcos dive into the world of financial insights, discussing timely topics such as dividends outpacing inflation, the surging investments in AI, and the implications of foreign ownership in U.S. stocks. Don’t miss this engaging analysis with actionable takeaways! Charts available for download here.
Reading List

A Memo from our Chief Investment Officer | March 2025
- Lane M. Jones
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…
Talk Your Chart

Talk Your Chart | MicroStrategy, Market Shifts, and the Rise of Quiet Cutting | Episode 65
- Brett Horowitz
- Marcos A. Segrera
In Episode 65 of Talk Your Chart Brett and Marcos kick things off with a surprising look at the rising cost of pennies and nickels, before diving into the latest market movers. From MicroStrategy’s Bitcoin-fueled surge to record-breaking U.S. oil production, they break down the big trends shaping 2025. Don’t miss it! Charts available for…
Talk Your Chart

Talk Your Chart | Predictions Episode: Walgreens Woes, S&P Surprises, and 2025 Outlooks | Episode 64
- Brett Horowitz
- Marcos A. Segrera
Get ready for Episode 64! Brett and Marcos reveal the results of their 2024 market predictions and dive into bold forecasts for 2025. Charts are available for download here.
Market Insights Talk Your Chart

Talk Your Chart | How the Machines of Capitalism Drive Markets: Insights from Lane Jones | Episode 63
Dive into episode 63 of Talk Your Chart with special guest Lane Jones, Chief Investment Officer, as we explore U.S. dominance in global investment, shrinking public markets, the challenges of homeownership, and why diversification still matters.