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 | Through Rose-Colored Glasses: Searching for Certainty in a Complex Market | Episode 58
- Brett Horowitz
- Marcos A. Segrera
Join Brett and Marcos in Episode 58 of Talk Your Chart as they discuss trillions in money market funds, the impact of elections on the market, and the importance of personal safety margins. Dive into CD and Treasury rates, economic projections, and trends in workforce participation. Tune in for a comprehensive look at current financial…
Estate Planning Family Planning Reading List

Expert Insight on Life Insurance and Estate Planning
- Roxanne Alexander
Estate Planning and Life Insurance
Financial Literacy & Fundamentals Market Insights

How to Move Out of Cash Before Interest Rates Drop
- Brett Horowitz
Market Insights Newsletter

NewsLetter, Vol. 17, No. 2 – June 2024
- Harold R. Evensky
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
Reading List

Welcome to the Book of Life – Featuring Steve Foldes
- Steven Foldes
Presented by the Foundation of the Greater Miami Jewish Federation and Create a Jewish Legacy Miami
Talk Your Chart

Talk Your Chart | Gloom in a Booming Economy | Episode 57
- Brett Horowitz
- Marcos A. Segrera
Join Brett and Marcos in Episode 57 of Talk Your Chart as they discuss the relevance of high school class rings, explore why Americans are feeling down in an up-economy, and analyze U.S. consumer debt and delinquency trends. Plus, get insights into Cathie Wood’s Ark Fund and the importance of diversification. Tune in for an…