Evensky & Katz / Foldes Wealth Management

06/10/2026

Back-to-school season is about more than pencils, folders, and supply lists.

In her latest blog, Anne Bednarz shares how back-to-school financial planning can become an opportunity to teach children valuable lessons about money, priorities, and intentional decision-making.

Key takeaways:
✏️ Financial decisions are about more than choosing the cheapest option
✏️ Time and convenience have value, too
✏️ Everyday moments can help teach children healthy money habits
✏️ Planning ahead can reduce financial stress for working families

Read the full article to explore practical ways families can approach back-to-school season with greater clarity and confidence: https://hubs.li/Q04kw6g90

06/04/2026

Was it skill, luck or just good timing? Join Marcos and Brett in examining fund performance through alpha lifecycle profiles, including why the most common investing experience may be The Round Tripper.

Which Alpha Lifecycle investor profile are you? → https://hubs.li/Q04jjW4W0

06/03/2026

Markets shift, but thoughtful investing keeps risk in perspective.
In our latest blog, Michael Scheinberg outlines diversification from a portfolio management perspective:

• Why asset class leadership shifts so frequently
• How diversification helps manage volatility and concentration risk
• Why discipline and structure matter more than forecasts

Read how thoughtful investing is built to endure uncertainty. https://hubs.li/Q04jQhdC0

05/28/2026

Selling a Florida Property? :house: Michael Antczak breaks down the key tax considerations every seller should know, from capital gains to homestead exemptions.

Takeaways:
➡️ Maximize your primary residence exclusion
➡️ Plan for depreciation recapture on investment property
➡️ Understand Save Our Homes portability in Miami-Dade
➡️ Avoid surprises by considering federal and local tax impacts

Read the full guide to make informed decisions. https://hubs.li/Q04jd7_L0

05/27/2026

From understanding inflation dynamics and the luck of stock picking, to AI predictions and the human advantage, Brett and Marcos unpack what’s moving markets today and why human judgment still matters in an increasingly automated world.

👉 Watch episode 78 of Talk Your Chart now. → https://hubs.li/Q04j4qQ20

05/21/2026

Are property taxes going away in Florida? Not exactly — but changes could still matter. Key takeaways:

🏠Most proposals focus on homesteaded homes
🏠School taxes would likely remain
🏠Planning matters more than headlines

Our latest from Michael Antczak: https://hubs.li/Q04hyLHb0

05/18/2026

Meet Marcos Segrera: Principal & Wealth Manager at Evensky & Katz 📊

After nearly 17 years in the industry, Marcos believes money conversations are about confidence, comfort, and family. That’s why we lead with psychology and planning!

Follow along as we introduce you to the people behind the planning.

05/15/2026

Can wine really function as an investment?

In this piece, Taylor Gang, CFP®, AIF®, shares a dual perspective as both a wealth manager and sommelier
on wine as an alternative asset class. Key takeaways:

🍷Wine can diversify portfolios, but liquidity is complex
🍷 Most wine is not investment-grade
🍷 Time horizon, storage, and concentration matter

Read the full perspective: https://hubs.li/Q04gKlMs0

05/11/2026

Reuters highlights insight from Flavio Landivar, CFP®,CIMA®,MBA. at Evensky & Katz / Foldes Wealth Management. With rising costs, living at home can be a strategic, short-term move—if approached with intention.

Clarity beats assumption every time.

Full article:

For one millennial and her young family, moving into her parents' home was supposed to be temporary — but the arrangement brought financial stability and stronger family ties.

05/08/2026

Our latest from Scott DeCecchis dives into what employers need to know about expanded 401(k) access for part-time employees.

Key takeaways:

• SECURE 2.0 rules are in effect
• Eligibility kicks in after just two years
• Applies to 403(b) plans for the first time
• Your tracking and communications may need updates

Read the full breakdown on what’s changed and how to stay compliant.