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Evensky & Katz / Foldes Wealth Management is a registered investment advisory firm that provides comprehensive wealth management, financial planning, and investment advisory services to individuals, families, and institutions. Pulse 2.0 interviewed Evensky & Katz / Foldes Wealth Management Principal and Chief Revenue Officer David Evensky to gain a deeper understanding of the company.

Given how volatile and speculative cryptocurrencies are, they can be risky and are ill-advised if you’re looking to gift an asset that will grow in value.

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. 

Held at the breathtaking Fairchild Tropical Botanic Garden, the evening raised more than $75,000 in support of free civil legal services for low-income individuals and families across Miami-Dade and Monroe Counties.

Building wealth isn’t all sunshine and Instagram-worthy moments. While everyone loves talking about side hustles, passive income and shiny financial freedom, the truth is a bit grittier. There are no shortcuts, no magic formulas and, yes, some tough lessons along the way. Building wealth isn’t all sunshine and Instagram-worthy moments. While everyone loves talking about side hustles, passive income and shiny financial freedom,…