Topics
Topic:
Reading List
-
Coral Gables in the Time of COVID
Financial services is another sector that has initially been immune from job loss, thanks to the power of online technology. “We are lucky that we are in one of those professions that can continue to operate remotely,” says David Evensky, CEO of wealth management firm Evensky &Katz/Foldes. “Our clients are happy about that because many…
-
Having an Emergency Fund Is More Important than Ever.
For millions of Americans the economic disruptions caused by the coronavirus outbreak have highlighted the importance of emergency savings. One problem: With interest rates near record lows, finding a great place to keep that money is harder than ever.
-
Don’t Let Headlines Interrupt Your Long-Term Strategy
-
Evensky & Katz / Foldes
This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.
-
-
Wealth Managers Urge Calm Amid Market Storm
Matt McGrath, managing partner and wealth manager at Evensky & Katz/Foldes Financial, an advisory in Coral Gables, Fla., says what unsettles his most anxious clients is the unprecedented nature of the crisis.
-
Demystifying common investing behaviors among Asian-Americans
-
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…
-
