NewsLetter, Vol. 18, No. 1 – January 2025
Delve into candid musings and insightful reflections from one of our founders. A refreshing take on the world of finance—straight from the source.
Categories
Recent Insights
-
Wealth with Purpose: Helping Clients Achieve Their Philanthropic Goals
At Evensky & Katz / Foldes, we believe that wealth is more than just a means to financial security—it’s a powerful tool for creating meaningful, lasting change in both personal lives and the communities we serve. As a trusted guide in wealth management, I work closely with my clients to craft charitable strategies that not…
-
Maximizing Your Roth IRA: Tax-Savvy Strategies for Long-Term Growth
Roth IRAs offer a unique advantage: tax-free growth and withdrawals. This tax benefit makes Roth IRAs ideal for holding high-growth investments. But how do you strategically maximize the potential of your Roth IRA? Let’s explore. What Makes Roth IRAs Ideal for Growth Investments? Imagine growing your wealth without worrying about future tax bills—this is the…
-
Conquering Fear in Investing: Building a Resilient Portfolio for the Future
Understanding the Fear Response in Financial Decisions “Neither a man nor a crowd nor a nation can be trusted to act humanely or think sanely under the influence of a great fear…To conquer fear is the beginning of wisdom.” – Bertrand Russell Silly question—what’s riskier: nuclear reactors or sunlight? The most devastating nuclear disaster in…
-
Unlock the Power of Your 401(k): How Compounding Interest Builds a Secure Future
When planning for your financial future, one of the most powerful tools you can utilize is your employer-sponsored 401(k) plan. Not only does it offer a structured way to save for retirement, but it also provides unique opportunities to grow your wealth over time through the power of compounding interest. In this post, we’ll explore…
-
Talk Your Chart | Predictions Episode: Walgreens Woes, S&P Surprises, and 2025 Outlooks | Episode 64
Get ready for Episode 64! Brett and Marcos reveal the results of their 2024 market predictions and dive into bold forecasts for 2025. Charts are available for download here.
