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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Family Planning Tax Planning

Being Financially Savvy is A Family Business
- Marcos A. Segrera
Like it or not, we’re all involved in running the “family business.” We worry that our parents might outlive their retirement savings. We’re comforted by the thought that family members would probably bail us out if we got into money trouble. We strive to help our children financially, and many times we’d like to bequeath…
Business Owners Tax Planning

Maximizing Wealth: The Power of Tax Deferral
- Michael Hoeflinger
In the realm of personal finance, one of the most powerful strategies for wealth accumulation is tax deferral. This savvy financial move empowers you to delay paying taxes on your investment gains or income until a later date, giving you the upper hand in bolstering returns and safeguarding your capital for the future. Let’s delve…
Estate Planning Tax Planning

Estate Planning Essentials: Leveraging Strategic Tools for a Lasting Legacy
- Brett Horowitz
Creating a comprehensive financial plan isn’t just about maximizing returns or minimizing taxes—it’s about building a legacy that lasts for generations. At the core of any robust financial plan lies a strategic approach to estate planning, utilizing tools like Transfer on Death (TOD) designations, wills, trusts, and strategic account ownership structures. While we don’t draft…
Estate Planning

Navigating New Horizons: A Legal Professional’s Financial Guide to Major Career Transitions
- Marcos A. Segrera
You’ve worked through law school and various phases of professional development—climbing the ladder, so to speak. With your hard work paying off, you may be presented with opportunities to transition to a new firm or partner-level role—which can have a major impact on your finances. And as a legal professional, there are unique opportunities, structures, and…
Financial Literacy & Fundamentals

Lagniappe: Some Final Takeaways
- Harold R. Evensky
The following is an excerpt from Chapter 23 of Hello Harold written by Harold Evensky. It has been adapted and edited for easier digital reading. I couldn’t resist using one of my favorite words—lagniappe. It means a little something extra given at no cost, somewhat like the thirteenth doughnut in a baker’s dozen. Because there…
Market Insights

3 Market Considerations Heading into 2024
- Marcos A. Segrera
As we wrap up 2023, I want to discuss 3 points that are on my mind—and seemingly on the minds of folks like you: inflation, interest rates, and cash. As usual, the crystal ball is broken, but that won’t stop us from approaching things thoughtfully and with goals in mind. 1. Inflation: the next decade…