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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Bucket Strategy in Retirement Planning and its Suitability
- Harold R. Evensky
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.…
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Social Security Part 1 of 2 – Brett Horowitz, CFP®, AIF®
- Brett Horowitz
Reading List Tax Planning

Tax planning is a hot topic amid a pandemic and a looming election
- Evensky & Katz / Foldes
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…
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Getting retirement ready in turbulent times
- Harold R. Evensky
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 R. Evensky
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
- David S. Evensky
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…