Insights
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Don’t Let Headlines Interrupt Your Long-Term Strategy
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Evensky & Katz / Foldes
This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.
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How to Navigate Between Private Foundations and Donor-Advised Funds
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Evensky & Katz / Foldes
There are more tools now available to help you plan your charitable giving. The two most popular vehicles are private foundations and donor-advised funds (DAFs). While they are both designed to accomplish the same goal, namely of getting funds to charitable causes you care most about, they each come with a different set of pros…
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Demystifying common investing behaviors among Asian-Americans
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Evensky & Katz / Foldes
Asian-Americans generally value education, are good at savings and legacy planning, and have a collective mindset to include extended family and multiple generations. When it comes to investing, Asian-Americans make the same behavioral mistakes, with the same emotional biases, as any other ethnic groups. However, it is always a great learning opportunity to recognize and…
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CFPs’ info on blockchain … what’s that about?
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Evensky & Katz / Foldes
Not all CFPs may be comfortable with cryptocurrencies.
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The Things John Bogle Taught Us: Humility, Ethics and Simplicity
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Evensky & Katz / Foldes
Finance investors share lessons from the late Vanguard founder.
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