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…

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Business Owners Career Financial Literacy & Fundamentals Tax Planning

Understanding Form 5500: A Guide for Business Owners
- Scott DeCecchis
When it comes to managing your company’s retirement plan, one of the most important responsibilities is filing Form 5500. This form is crucial for maintaining compliance and protecting both your business and your employees. Let’s break down what Form 5500 is, why it matters, and share some practical advice on what to do if you’ve…
Business Owners RIA Perspectives

How to Nail Your First Marketing Hire and Set Them Up for Success
- Michelle Panzera
Let’s be real: Hiring your first marketing professional can feel like you’re on a wild treasure hunt for a mythical creature. You might think you need a one-person powerhouse who can do it all—design your brand, write every piece of content, run entire marketing campaigns, manage PR, and probably juggle fire while doing it. But…
Market Insights

Market Update: Interpreting Recent Declines
- Lane M. Jones
U.S. equity markets pushed to new highs as recently as a few weeks ago, inspired by data that showed the U.S. economy grew at a 2.8% rate in the last quarter and anticipation that the Federal Reserve was about to begin taking their foot off the economic brakes by cutting interest rates in their September…
RIA Perspectives

Regulation S-P Receives a Boost
- Mena Bielow
The SEC’s recent amendments to Regulation S-P highlight the ongoing focus on data privacy and security. These changes directly impact how RIAs manage and protect client information. Here’s a breakdown of the key updates and what they mean for compliance efforts. Background on Regulation S-P Since 2000, Regulation S-P has required Registered Investment Advisers, Broker-Dealers,…
Family Planning

The Emotional and Financial Aspects of Divorce: Navigating the Journey
- Roxanne Alexander
Divorce can be one of life’s most devastating events and can trigger a grieving process similar to mourning a death. While the financial planning and legal aspects of divorce are crucial, the emotional side is often overlooked. For some, divorce may bring a sense of relief, especially if the marriage was unhappy or abusive. It…
Market Insights

Mind Over Market: The market will provoke you, how will you respond?
- Marcos A. Segrera
Behavioral psychology has a huge impact on the average investor, often leading to moves that derail a solid, long-term financial plan. Cognitive biases like overconfidence and anchoring can make investors jump the gun based on half-baked info. Emotions like fear and greed can drive impulsive market reactions, causing panic-selling during downturns and overbuying during rallies.…