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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Estate Planning Financial Literacy & Fundamentals

Balancing Luxury Living and Long-Term Wealth: A Guide for High-Net-Worth Individuals
- Taylor M. Gang
One of the most significant challenges I’ve encountered over my 20+ years of working with clients is striking the balance between planning for the future and enjoying the journey along the way. Financial planners are often associated with delayed gratification—building wealth for retirement, preserving resources, and ensuring clients don’t outlive their money. But just as…
Estate Planning Financial Literacy & Fundamentals

The Secret Weapon for Smarter Investing
- Marcos A. Segrera
After a big market move, the questions start flooding in. Is it time to take profits after a run-up? Should I buy the dip after a drop? The headlines don’t help, with some experts calling for an imminent crash while others insist the party is just getting started. This kind of uncertainty can be paralyzing—and…
RIA Perspectives

Death of the Em Dash: What “AI Slop” Is Actually Telling Us About Content
- Michelle Panzera
What Is AI Slop, Really? Have you ever scrolled past a perfectly formatted article and felt… nothing? That low-grade disengagement is what many are calling “AI slop.” The critique is predictable: too polished, too structured, too clean. Too many em dashes. Too many tidy paragraphs. A tone that feels suspiciously curated. But that framing misses…
Estate Planning Family Planning

The Darker Side of Planning: A Guide to Thoughtful Legacy Planning
- Roxanne Alexander
Planning for the future is often associated with exciting milestones—retirement, travel, or leaving a legacy. Yet there’s a side of planning we tend to avoid: aging, health challenges, and death. Thoughtful legacy planning addresses these realities, protecting both your family and your wishes while giving you peace of mind. The truth is we’re not getting…
Estate Planning Financial Literacy & Fundamentals Tax Planning

Name, Image, and Likeness: The Financial Playbook Every Athlete Needs
- Michael Hoeflinger
In 2021, college sports entered a new era. The introduction of Name, Image, and Likeness (NIL) rights gave student-athletes the ability to earn money through endorsements, sponsorships, and social media partnerships. For many young athletes, this was the first time their talent could translate directly into financial opportunity. But with opportunity comes responsibility—and complexity. NIL…
Estate Planning Retirement Planning

Turning Your IRA into a Legacy: How a Donor Advised Fund Can Amplify Your Impact
- Michael Walsh
What if your retirement savings could do more than secure your future—what if they could create a lasting impact on the causes and communities you care about? For many families, naming a donor advised fund (DAF) as the beneficiary of an IRA is a purposeful strategy that makes this possible. Retaining Influence Over Your Charitable…