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Topic:
Reading List
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Don’t Let Headlines Interrupt Your Long-Term Strategy
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Evensky & Katz / Foldes
This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.
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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.
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Demystifying common investing behaviors among Asian-Americans
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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…
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Shopping Apps Make Life Easy, But They Also Inspire Us to Spend More. Here’s How to Stop
When’s the last time you went to the mall to make a purchase?
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CFPs’ info on blockchain … what’s that about?
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Evensky & Katz / Foldes
Not all CFPs may be comfortable with cryptocurrencies.
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