Videos

COVID - 19 Market Implications and Strategy - by Lane M. Jones, CFA, CFP®
Charitable Gifting
Six Things - Part 1: Squaring The Curve
Six Things - Part 2: Returns (No Control)
Six Things - Part 3: Volatility
Six Things - Part 4: Real People
Six Things - Part 5: Market Timing
Six Things - Part 6: Knowing Where the Buck Stops

Reading List

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Coral Gables in the Time of COVID

Financial services is another sector that has initially been immune from job loss, thanks to the power of online technology. “We are lucky that we are in one of those professions that can continue to operate remotely,” says David Evensky, CEO of wealth management firm Evensky &Katz/Foldes. “Our clients are happy about that because many of them are elderly. I think they are appreciative that we can reach them in their living rooms.”

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Wealth Managers Urge Calm Amid Market Storm

Matt McGrath, managing partner and wealth manager at Evensky & Katz/Foldes Financial, an advisory in Coral Gables, Fla., says what unsettles his most anxious clients is the unprecedented nature of the crisis.

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Don't Let Headlines Interrupt Your Long-Term Strategy

This infographic illustrates the major headlines of the last 27 years that would supposedly have a negative affect on the market.

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Are Retirement Income Fears Overblown?

The industry consensus: Americans aren’t saving enough — if anything — for retirement.

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Nearly 40% of retirees spending more than they expected: report

A new survey found 39% of retirees are spending more than anticipated.

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Shopping Apps Make Life Easy, But They Also Inspire Us to Spend More. Here’s How to Stop

When’s the last time you went to the mall to make a purchase?

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The Things John Bogle Taught Us: Humility, Ethics and Simplicity

Finance investors share lessons from the late Vanguard founder.

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A Conversation with the “Dean of Financial Planning”

Evensky, called The “Dean” of Financial Planning, loves this profession.

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CFPs' info on blockchain ... what’s that about?

Not all CFPs may be comfortable with cryptocurrencies.

Books

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The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One

The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One

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Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor

Hello Harold: A Veteran Financial Advisor Shares Stories to Help Make You Be a Better Investor

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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

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Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets

Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets

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Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

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Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

Deena Katz's Complete Guide to Practice Management: Tips, Tools, and Templates for the Financial Adviser

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Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits

Employee Benefits: How to Make the Most of Your Stock, Insurance, Retirement, and Executive Benefits

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The Investment Think Tank: Theory, Strategy, and Practice For Advisers

The Investment Think Tank: Theory, Strategy, and Practice For Advisers

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Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions

Medicare Made Easy: How to Make the Best Retirement Healthcare Decisions