Evensky & Katz / Foldes Wealth Management

08/05/2026

Divorce decisions aren’t just emotional — they’re financial.

In her latest piece, Roxanne Alexander explores why keeping the family home after a divorce can feel right, yet quietly create long-term strain.

Key takeaways:
🏘️ Emotional attachment can cloud financial judgment
🏘️ Homes are expensive, illiquid assets to carry alone
🏘️ The right decision focuses on flexibility, not “victory”

Read the full article and consider what truly supports your next chapter ➡️ https://hubs.li/Q04s1q6Q0.

07/31/2026

Alternative investments are starting to show up in 401(k) plans, but are they right for yours? Our Director of Retirement Planning Services, Scott DeCecchis, and our Chief Investment Officer, Lane Jones, break down what plan sponsors need to know:

💰 What counts as an "alternative investment" (private equity, hedge funds, real estate, and more)

🌱 The real benefits: diversification, inflation protection, and access to private markets

⚠️The real risks: liquidity constraints, higher fees, and added fiduciary exposure

📊 The questions every plan sponsor should ask before adding these options

Not every plan needs them. Read the full breakdown on our blog.

https://hubs.ly/Q04rw7Nk0

07/29/2026

A weekly routine that starts with one simple question—“What’s for dinner?”—can reveal a lot about how we plan our lives and finances.

In this piece, Anne Bednarz explores how a weekly planning reset helps families create more structure, reduce stress, and make more intentional decisions.

Key takeaways:
✅ Planning ahead reduces reactive decisions
✅ Small routines create long-term consistency
✅ Structure at home supports better financial habits
✅ Sometimes the most effective financial lessons start at the kitchen table.

Read it here ➡️ https://hubs.li/Q04r8lSX0

07/27/2026

Hiring the right person is only the beginning.
What happens next often determines whether they succeed.

In this post, Natalie Painter, our Director of Data Management, shares an operational perspective on onboarding for RIA firms, including:

⚙️ Why onboarding should be treated as a system, not a task
📎 How onboarding supports compliance and consistency
🚀 Where firms can reduce friction and improve scalability

https://hubs.ly/Q04qXKgd0

07/22/2026

When it comes to trust distributions, timing matters—but purpose matters more.

Key insights from Roxanne Alexander:
✅ Why trust distributions should support growth, not dependency
✅ How structure and flexibility work together
✅ A guiding question every trustee should ask

Read more about balancing independence and support in thoughtful trust planning ➡️ https://hubs.li/Q04qhjNy0

07/16/2026

Families spend decades building financial security. Retirement is when those decisions start working together.

Featured in Yahoo Finance, Flavio Landivar shares why creating a sustainable income plan is one of the biggest transitions families face. Worth a read.

Increasingly, retirees are turning to financial advisers for the first time to help. Here's what they are asking.

07/15/2026

Do you have more spatulas—or more financial accounts—than you actually need?

In his latest blog, Brett Horowitz shares why too many financial accounts can quietly create complexity, confusion, and risk over time.

Key takeaways:
➡️ More accounts often mean more paperwork, missed details, and estate issues
➡️ Consolidation can simplify taxes, beneficiaries, and investment strategy
➡️ Clear communication helps protect both you and the next generation

Read more from Brett Horowitz on why organization is one of the most underrated financial planning tools.

07/09/2026

SpaceX’s historic IPO has put fresh attention on the wealth created inside the company over the years.

One SpaceX worker reportedly turned his equity into a multimillion-dollar apartment portfolio, while still holding a significant amount of stock.

Watch the full episode here. → https://hubs.li/Q04mpd0z0

07/08/2026

A good idea can be hard to let go of. Sometimes, holding onto it is the most expensive mistake we can make.

Alejandro Ruiz reflects on discipline, restraint, and how knowing when not to act can be just as important as taking action — in golf, investing, and life.

Read more: https://hubs.li/Q04m0Zpb0

07/07/2026

🔔 Last chance to register! 🔔

Markets are noisy right now. Clarity is harder to find than headlines.
Join us for a live conversation with Lane Jones, CFA, and Marcos Segrera from Evensky & Katz / Foldes Wealth Management as they break down what’s actually happening—and what investors should be paying attention to.

We’ll cover:

- What’s driving today’s market narrative
- How to think about volatility without overreacting
- What disciplined investing looks like in real time

📅 July 8 | 🕘 9:00 http://a.m. ET | Zoom

Register here: https://hubs.li/Q04l5tHT0