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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Latest Resources

Talk Your Chart

Talk Your Chart | Volatility, AI Spending, and Why Markets Keep Moving Forward | Ep. 77
- Brett Horowitz
- Marcos A. Segrera
In Episode 77 of Talk Your Chart, Marcos and Brett discuss several forces shaping today’s economic and market landscape. They explore how markets respond to geopolitical tensions, why corporate profits are rising faster than hiring, and what the surge in AI investment could mean for major technology companies. The conversation also touches on trade policy,…
Estate Planning Reading List Retirement Planning

Advisors Lean on Legacy Planning to Help Secure Next-Gen Clients
- Marcos A. Segrera
Talk Your Chart

Talk Your Chart | The Productivity Shift Reshaping Earnings, Jobs, and Market Performance | Ep. 76
- Brett Horowitz
- Marcos A. Segrera
Episode 76 of Talk Your Chart looks at the productivity shift reshaping earnings, jobs, and market performance. Marcos and Brett dig into new data showing how companies are generating more revenue with fewer employees, why margins remain resilient, and what that means for markets moving forward. They also unpack shifts in the labor market, the…
Reading List

Just Because You’re Over 50 Doesn’t Mean You Have To Invest In Bonds
- Flavio Landivar
There’s no universal rule that investors in their 50s should start investing in bonds—asset allocation should be driven by an individualized financial plan.
Reading List

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