Will My Social Security Benefits Be Reduced
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Evensky & Katz / Foldes
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Do You Own Your Time?
When a full calendar feels like success I am infamous for having a calendar booked for months in advance. When this first started happening, it felt good. Early in my career, I didn’t have enough work to fill my time, so the goal was simple: get as many meetings booked and clients closed as possible.…
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Talk Your Chart | The Market Pullback, South Korea’s Rise, and the AI Trade | Ep. 79
In Episode 79 of Talk Your Chart, Marcos and Brett break down the market’s rare pullback, as they talk through the latest jobs report, interest rates, and what could pressure markets next. They also dig into the durability of the AI boom, South Korea’s rise as a global equity market, and how massive IPOs like…
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The Financial Traits We Inherit (But Rarely Talk About)
A few years ago, I worked with a family going through a significant wealth transition. The parents had built a strong, disciplined financial life—steady investing, thoughtful planning, and a long-term focus. Their adult children? Very different. One avoided investing altogether and kept most assets in cash. The other leaned heavily into high-risk opportunities, always chasing…
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Before the Bell Rings: The Most Important Back-to-School Conversations Aren’t About School
Every August, the same rituals play out in households across the country. Supply lists get checked off. Orientation nights get added to the calendar. New routines get tested. And couples spend a lot of energy making sure their kids are ready for the year ahead. What tends to get skipped? The conversation about whether they…
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Is a Cash Balance Plan the Tax Strategy Your Business Needs?
When business is going well and your income becomes more predictable, there’s often one big question that comes up during tax season: “Is there anything else I can do to reduce my tax liability while saving more for retirement?” That’s where a Cash Balance Plan might come into play. These plans aren’t for everyone, but…
