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Reading List
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Why Retirement Savers Should Ignore the Robinhood Hubbub
Long-term investors with diversified nest eggs have little to fear from the GameStop saga.
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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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