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

Family Planning Financial Literacy & Fundamentals

Protecting Elderly Family Members – What Can You Do?
- Roxanne Alexander
Fact: We are all getting older. Unfortunately, there are many ways that the elderly can be targeted and taken advantage of financially. We are seeing increases in fake phone calls emails, text messages and IRS or Social Security fraud as scammers, and the technology used, becomes more and more sophisticated. There are some steps you…
Financial Literacy & Fundamentals Retirement Planning Tax Planning

What To Think About When Rolling Your Company Retirement Plan Into An IRA
- Roxanne Alexander
When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first. The Department of Labor has outlined new rules for advisers to follow when rolling over retirement plans. Whether it is a 401(k) to an IRA or an IRA from one custodian to another,…
Financial Literacy & Fundamentals Market Insights

Staying the Course No Longer Works?
- Harold R. Evensky
Ever since the market debacle triggered by the Great Recession, “Staying the Course No Longer Works” and “Modern Portfolio Theory Is Dead” have been popular headlines with the financial media. It sure sounds good; after all, why would any investor willingly subject their portfolio to the massive losses of 2008 and early 2009? They wouldn’t,…
Career Financial Literacy & Fundamentals

Insurance Can Make or Break Your Financial Plan (Property & Casualty)
- Roxanne Alexander
You could be one bad accident, storm or lawsuit away from disaster unless you have the right insurance. From umbrella to uninsured motorist, flood and excess liability, it could take a few different types of policies to get the job done. Having the correct property and casualty coverage is critical when it comes to…
Financial Literacy & Fundamentals Market Insights

Biggest Mistake: A Great Stock and a Great Investment May Not Be the Same
- Harold R. Evensky
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! “That’s a great stock; I think I’ll take a big position in my portfolio.” That’s how all too many investors make their investment decisions. Mistake, big mistake. Randi: Hello, Harold. Harold Evensky: Hi, Randi. What’s new in…
Financial Literacy & Fundamentals Market Insights

Market Timing: A Fool’s Game
- Harold R. Evensky
The following is an excerpt from Hello Harold, a book by Harold Evensky – click here for a free hard copy! — Markets don’t care about what you need. The Trujillos visited me a few months after the technology market crashed in 2002. They were a lovely couple—both in their mid-seventies—Mr. Trujillo was dapper in his tailored blue blazer,…