Financial Planning to the Rescue During Times of Uncertainty

Why Your Personal Information is at Risk Not a month goes by without seeing a headline that such and such company was hacked and consumer data was exposed to the dark web. In fact, the credit bureau Experian sent me an email with this exact message not even one week ago. If you don’t believe…

• Did you know: There were 6 US companies created over the last 50 years that are worth over 1 Trillion USD.

Market Insights

Talk Your Chart | How the Machines of Capitalism Drive Markets: Insights from Lane Jones | Episode 63

Dive into episode 63 of Talk Your Chart with special guest Lane Jones, Chief Investment Officer, as we explore U.S. dominance in global investment, shrinking public markets, the challenges of homeownership, and why diversification still matters.

Tax Planning

Maximizing Wealth with Smart Strategies: Tax-Loss Harvesting & Asset Location

Michael Scheinberg

Finding ways to add value to managing client portfolios is vital to maintaining long-term successful relationships. At Evensky & Katz/Foldes, we don’t just invest your money and move on. We’re always looking for opportunities to demonstrate our expertise and assure you that we’re keeping an eye on your portfolio. Of course, in a perfect world,…

Career Retirement Planning

Why Offering a 401(k) Plan is the Ultimate Win-Win for Company Owners

Scott DeCecchis

As a business owner, you face tough decisions every day. One decision that could have a lasting impact on your company’s success—and your employees’ financial future—is offering a 401(k) plan. Not only does it benefit your bottom line, but it also shows your commitment to employee well-being. Let’s explore why offering a 401(k) plan is…

Did you know: The average Bull Market since 1950 has lasted 5 years. (We are currently 2 years into a Bull Market)

Market Insights Talk Your Chart Videos

Talk Your Chart | How Long Can This Bull Run? Projections, Policies, and Predictions | Episode 62

In Episode 62, we dive into the state of the bull market, lessons from the S&P’s highs, and what Wall Street expects for 2024. We also explore the role of innovation, AI, and cautious optimism in shaping future investments. Tune in for practical insights and bold predictions. Charts from this episode are available for download…