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Tech Stocks Are Soaring One Day, Plummeting the Next. Here’s How Investors Can Cope
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Evensky & Katz / Foldes
“If the recent volatility has you reaching for Tums, you’re doing it wrong,” says Brian Fischer, a financial advisor in Miami with Evensky & Katz. “It’s time to rethink your investment. You may want to reduce the size. Investing when your mind isn’t right leads to poor decision-making.”
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When clients want to ride out the rest of the year in cash
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Evensky & Katz / Foldes
“For folks that need cash, we’re proactive about having that set aside,” said Brian Fischer, senior financial adviser at Evensky & Katz Foldes Financial. “But what is in the market is money that will be needed over the long term of the next 15, 20 or 30 years.
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Check this one thing in your 401(k) right now
Brett Horowitz, a certified financial planner at Evensky & Katz in Coral Gables, Fla., told Yahoo Finance that his firm is always looking to rebalance clients’ portfolios when they deviate from target allocations — for any reason. Back in early 2020 when the markets were at all-time highs, Horowitz said they rebalanced many portfolios to…
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How to Find a Financial Planner You Trust
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Evensky & Katz / Foldes
Once you’ve completed your vetting, interview a prospective CFP. If you’re seeking investment advice, ask the planner to describe his or her philosophy and how it will be put into practice, says Harold Evensky, a CFP and founder of Evensky & Katz/Foldes Financial.
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Bucket Strategy in Retirement Planning and its Suitability
What is the bucket strategy? Bucket strategy was introduced in 1985 by financial planning expert, Harold Evensky. Under this approach, the retirement portfolio is divided into three accounts, which are referred to as buckets. Retirement assets are allocated to each bucket in a predetermined proportion. The risk and returns associated with each bucket are different.…
