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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RIA Perspectives

Return on Image: Why Your Story Matters More Than Your KPIs
- Michelle Panzera
- Anouk Pappers
In the world of wealth management (a world where Michelle has spent the better part of a decade building brands, crafting stories, and connecting advisors to their audience), marketing is often judged by KPIs and immediate ROI. Clicks, impressions, and engagement metrics dominate dashboards, yet they rarely capture the full impact of a firm’s or…
Family Planning

When Family Matters Most: A Night That Changed How I Think About Multigenerational Planning
- Katherine Sojo
Let me tell you about one of the scariest nights of my life. It started like any other. I was winding down, checking on the baby, maybe sneaking in a scroll through Instagram. You know, the usual. But then—everything changed. My mom was having a diabetic emergency. She was disoriented, confused, and couldn’t explain what…
Financial Literacy & Fundamentals

Is Country Club Living Worth It? 10 Real Costs to Know Before You Buy in South Florida
- Asher Carrell
Living the Dream? Let’s Talk About the Fine Print There’s no denying the country club lifestyle in South Florida has a lot going for it—gorgeous golf courses, great amenities, good people, and that hard-to-beat sense of community. Whether you’re into sunrise tee times, dockside dinners, or just want your home to feel like a resort,…
Business Owners Tax Planning

Incorporating Your Business: Unlocking Retirement and Tax Advantages
- Scott DeCecchis
- Ana B. Garcia, CPA, MSA, CTP
Incorporating your business is more than a legal formality—it’s a strategic financial move that can influence your long-term growth, retirement security, and overall tax outcomes. The entity you choose and how you structure your compensation can open (or close) doors to significant tax savings and wealth-building opportunities. Retirement Plan Options for Incorporated Businesses When structured…
Financial Literacy & Fundamentals

Financial Self-Care for Women: Simple Practices for a Richer, More Balanced Life
- Kaylyn Adams
Why Financial Wellness Is an Essential Form of Self-Care In today’s fast-paced world, self-care has become a buzzword, often associated with nature and spa days. However, true self-care encompasses much more, including an often-overlooked aspect: financial wellness. For women in particular, who frequently face unique financial challenges, embracing financial self-care is not just beneficial –…
RIA Perspectives

Burnout in the RIA Marketing Seat: Keeping Your Spark Amidst AI and Endless Hats
- Michelle Panzera
If you’ve ever worked in a marketing role at a Registered Investment Advisor (RIA), you know the role often comes with an invisible subtitle: “Marketer-slash-everything-else.” Expectations are high, resources are often lean, and success can feel ill-defined. Add the growing pressure around artificial intelligence (AI), and it’s no surprise that RIA marketing burnout is becoming…