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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Reading List

5 Brutal Truths About Building Wealth
- Brett Horowitz
Building wealth isn’t all sunshine and Instagram-worthy moments. While everyone loves talking about side hustles, passive income and shiny financial freedom, the truth is a bit grittier. There are no shortcuts, no magic formulas and, yes, some tough lessons along the way. Building wealth isn’t all sunshine and Instagram-worthy moments. While everyone loves talking about side hustles, passive income and shiny financial freedom,…
Talk Your Chart

Talk Your Chart | Artificial Intelligence, Global Markets, And What Really Drives Returns | Ep. 73
- Brett Horowitz
- Marcos A. Segrera
In Episode 73 of Talk Your Chart, Marcos and Brett begin by diving into the ongoing debate about Artificial Intelligence (AI) and its potential as a market bubble. They explore the real-world implications of AI for the economy, industries, and global markets. Drawing on historical market comparisons, such as Alan Greenspan’s 1996 warning about “irrational…
Reading List

Buying a house? Don’t forget these 5 insurance moves
- Katherine Sojo
“Insurance is a risk management tool — you should look at all the risks you face and identify what you’re willing to shoulder yourself versus what you want to offload to an insurance company,” said Katherine Sojo, a wealth manager at Evensky & Katz/Foldes Wealth Management in Miami.
Reading List

Wine vs. Wall Street: How Does Fine Wine Compare to Stocks and Bonds?
- Taylor M. Gang
CFP Taylor Gang explains why fine wine’s low market correlation, stability, and scarcity make it a unique alternative to stocks and bonds.
Talk Your Chart

Talk Your Chart | AI Boom or Bubble, and are we Over the Inflation Hurdle? | Ep. 72
- Brett Horowitz
- Marcos A. Segrera
In Episode 72 of Talk Your Chart, Marcos and Brett analyze the growing AI spend versus its current profitability, before diving into the state of inflation and its impact on the market. Marcos argues that inflation is cooling, with the economy positioned to handle higher interest rates, while Brett raises concerns about the risks of…
Newsletter

NewsLetter, Vol. 18, No. 2 – September 2025
- 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.