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.

Topics

Latest Resources

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…
Talk Your Chart

Talk Your Chart | All About Allocation: RMDs, Small Cap Debt, and All-Time Highs | Episode 56
- Brett Horowitz
- Marcos A. Segrera
Explore Episode 56 of Talk Your Chart, where Brett and Marcos delve into a variety of financial topics, from changing RMD rules to the impact of interest rates on small caps. Discover insights into market allocation, the U.S. Consumer Price Index, and the debate surrounding recession indicators. Tune in for a comprehensive discussion on the…
Talk Your Chart

Talk Your Chart | Spoiled Stocks and Tax Season | Episode 55
- Brett Horowitz
- Marcos A. Segrera
Discover Episode 55 of Talk Your Chart, where Brett and Marcos dissect the financial scene amidst March Madness and tax season. From S&P highs to company-wealth creation, we’re exploring market trends, stock performance, and estate tax exemptions this week.
Master Your Business Succession Planning | 2024 Checklist
- Evensky & Katz / Foldes
Planning for the sale, disposition, or succession of your business is a crucial yet often challenging task. Many business owners recognize the need but find it difficult to take the first step. This checklist is designed to guide you through the essential considerations and help you develop a comprehensive exit strategy. Key Considerations Include: Use…
Talk Your Chart

Talk Your Chart | The Rat Race: Consumer Spending and Corporate Profits | Episode 54
- Brett Horowitz
- Marcos A. Segrera
Dive into the latest episode of Talk Your Chart, where Brett and Marcos discuss the surge in 401k distributions, trends in corporate profit margins, and the balance between inflation and wages. Plus the latest in crypto and Ai—how are investors behaving?