The Benefits of Donating Highly Appreciated Investments
What most People don’t know is the method you use to donate can make a big difference to the amount of money you’re giving to the charity as well as maximizing the amount of tax savings to you, the donor.
David Garcia, CFP, CFA, and Partner at Evensky & Katz / Foldes Financial reviews strategies for donating highly appreciated investments to charity.
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The Rise of Financial Independence for Women: Rewriting the Rules of Wealth and Retirement
For generations, financial planning followed a fairly predictable script: get an education, build a career, get married, raise a family, then retire. Today, that script is being rewritten. Women are marrying later than previous generations, and a growing number are choosing not to marry at all. As a CFP® who spends most of my time…
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Talk Your Chart | Tariffs, the Fed’s Next Move, and Lessons From the Dot-Com Bubble | Ep. 80
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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Plan Intentionally: Designing Retirement Around the Moments That Matter Most
Retirement planning has always been about more than numbers on a spreadsheet. At its core, it is about securing the freedom to live with purpose, stay connected to the people who matter most, and show up for life’s real moments when they matter most. Too often, conversations about retirement become consumed by growth rates, projections,…
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What Lubbock Quietly Teaches About Wealth
After years of working with families in Lubbock, we’ve come to appreciate something that rarely gets said out loud: wealth is not just what you accumulate. It is what your environment allows you to keep, experience, and enjoy. And in that sense, Lubbock has a way of teaching lessons that extend far beyond financial planning.…
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The Marketing Philosophy Gap: The Leadership Blind Spot Behind Modern Marketing
Every few months, I come across another article asking why RIAs are struggling to hire great marketers. Meanwhile, my LinkedIn feed is flooded with experienced marketers looking for work. Somehow, in the current market, both things seem to be true. But as the kids would say: The math ain’t “mathing.” I don’t think firms have a marketing hiring problem. I think they have…
