Reading List

Many investors exploring the world of wine as an asset start with a handful of bottles or a platform account. However, the real challenge (and opportunity) lies in taking a portfolio from “starter” to strategically optimized. 

CFP Taylor Gang explains why fine wine’s low market correlation, stability, and scarcity make it a unique alternative to stocks and bonds.

Market headlines can be overwhelming, especially in times of uncertainty. At Evensky & Katz / Foldes, we understand that economic shifts, policy changes, and market fluctuations can trigger real concerns about your financial future. In the letter below, our Chief Investment Officer, Lane Jones, shares insights on the current market environment, the impact of recent…