Blog - Evensky

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…

Topics

Latest Blogs

Estate Planning Tax Planning

Why Tax Planning Matters
- David Garcia
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan. Here are a few key questions we are frequently asked on this subject: WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in…
Tax Planning

Capital Gains Tax Brackets: More Complicated Than You Think
- David Garcia
For a long time, capital gains taxes were pretty straightforward. If you purchased property for investment and held it for more than a year, the government taxed any gain at a lower rate than they would ordinary income. In recent years, however, changes to the tax code have introduced three capital gains tax brackets (0%, 15%…
Family Planning Financial Literacy & Fundamentals

I’m Traveling Alone and My Phone Got Stolen!
- Roxanne Alexander
In this technological age where everything is electronic, what would happen if you traveled to a foreign country and your phone was lost, broken, or stolen? I recently traveled to Panama by myself and thought about this type of situation very seriously. My last two trips involved a family member or friend, so at least…
Career Financial Literacy & Fundamentals Tax Planning

My First Big Paycheck is Finally in the Bank – Now What?
- Roxanne Alexander
Recently I have been talking to clients’ children or grandchildren who have just graduated from college and are starting their first jobs as professionals. Some starting salaries can easily be in the low six figures depending on the profession, so a road map that covers how and where to start saving can be beneficial in…
Estate Planning Family Planning Financial Literacy & Fundamentals Tax Planning

I Just Got Married, What’s Next?
- Flavio Landivar
Congratulations! For many people, getting married is a major life milestone. Did you know that there are some legal and financial changes that are required after marriage? While there is no one-size-fits-all approach, we have created a list of items for you and your spouse to discuss so you don’t have any unexpected surprises. Property…
Estate Planning Family Planning Financial Literacy & Fundamentals Tax Planning

Understanding Estate Exemption Rules
- David Garcia
Maintaining an updated estate plan is among the most important things you can do for your heirs. Thoughtful planning can minimize income, gift, and estate taxes. A good place to start is to understand the estate exemption rules. The federal estate exemption is the amount of assets the government allows you to have at death…