Reading List

Regardless of the current state of the U.S. market, diversifying your portfolio with non-correlating assets is a good idea.

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…

This year, Walsh was named Chair of the Coral Gables Community Foundation, the city’s largest charitable organization. As Chair, Walsh is heading up the Foundation’s Strategic Plan, which involves initiatives like board development, increased fundraising goals,  and sponsoring a community needs assessment to determine how best to serve the community.