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

Reading List Retirement Planning

Income Streams in Retirement
- Roxanne Alexander
Expert Insight on Financial Planning for Retirement
Talk Your Chart

Talk Your Chart | Relative Versus Absolute: Zooming Out on the Economy | Episode 51
- Brett Horowitz
- Marcos A. Segrera
Brett looks for a replacement co-host and is reminded that the grass is rarely greener on the other side. Speaking of good reminders: It’s too easy to get lost in charts, especially when you forget to zoom out. In Episode 51, we’re focusing on keeping things macro and reminding ourselves that things aren’t always as…
Newsletter

NewsLetter, Vol. 17, No. 1 – February 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.
Talk Your Chart

Talk Your Chart | The Price of Safety in Unchartered Territory | Episode 50
- Brett Horowitz
- Marcos A. Segrera
Financial Literacy & Fundamentals Reading List

The Best Travel Credit Cards of 2021
- Roxanne Alexander
Tips from the pros: Finding and using the right travel credit card.
Financial Literacy & Fundamentals Financial Planning Planning Resources

What Issues Should I Consider At The Start Of The Year? | 2024
- Evensky & Katz / Foldes
The beginning of the year is an ideal time for a financial check-up. As you reflect on the past year and set resolutions for the future, this checklist will guide you through essential areas to review and improve. Key Areas Covered: Use this checklist to start the year with a clear financial plan and make…