A Memo from our Chief Investment Officer | March 2025
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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Employee Benefits: Quality of Life
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Quality of Life Time-off/Sabbatical Policy Time off for sabbaticals may be paid or unpaid depending on the employer, the duration of service,…
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Employee Benefits: Highly Compensated Employees and Executive Benefits
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Highly Compensated Employees and Executive Benefits Deferred Compensation Plans Deferred compensation is a written agreement between an employer and employee in which…
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Employee Benefits: Insurance
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Insurance Health Insurance Options Health insurance options change every year, so it’s important to look over new healthcare options every year. Think…
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Employee Benefits: Stock Benefits
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Stock Benefits Employee Stock Purchase Plan Optimal Use: Strategies and Analysis Employee stock benefit plans are generally beneficial for one of two…
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Employee Benefits: Retirement
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits by Josh Mungavin CFP®, CRC® and Edited by Chris Boren & Tristan Whittingham. Retirement 401(k), 403(b), & 457 Plans A workplace retirement plan is one of the most common profitable employee benefits employers offer. They…
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Buyer Beware: What Do You Get From Your Advisor?
Although I have never been to Thailand, I have read that you cannot go more than a few feet in a typical town market without someone yelling “same same.” It is the vendor’s way of telling you that what they offer is the same as everyone else, thus encouraging you to end your comparison shopping…
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