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Important Dates 2022

Evensky & Katz / Foldes

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Tech Stocks Are Soaring One Day, Plummeting the Next. Here’s How Investors Can Cope
- Evensky & Katz / Foldes
“If the recent volatility has you reaching for Tums, you’re doing it wrong,” says Brian Fischer, a financial advisor in Miami with Evensky & Katz. “It’s time to rethink your investment. You may want to reduce the size. Investing when your mind isn’t right leads to poor decision-making.”
Financial Literacy & Fundamentals Market Insights Reading List Retirement Planning

When clients want to ride out the rest of the year in cash
- Evensky & Katz / Foldes
“For folks that need cash, we’re proactive about having that set aside,” said Brian Fischer, senior financial adviser at Evensky & Katz Foldes Financial. “But what is in the market is money that will be needed over the long term of the next 15, 20 or 30 years.
Videos Webinars

How Will the Upcoming Election Affect My Portfolio?
Reading List Retirement Planning

Check this one thing in your 401(k) right now
- Brett Horowitz
Brett Horowitz, a certified financial planner at Evensky & Katz in Coral Gables, Fla., told Yahoo Finance that his firm is always looking to rebalance clients’ portfolios when they deviate from target allocations — for any reason. Back in early 2020 when the markets were at all-time highs, Horowitz said they rebalanced many portfolios to…
Newsletter

NewsLetter Vol. 13, No. 5 – August 2020
- Harold R. Evensky
Videos Webinars

Annual Gift Exclusion
- Michael Walsh