Evensky & Katz / Foldes Wealth Management

🎉 New Year, new you? 💪 Start 2025 strong by combining fitness-inspired habits with financial strategies from Alejandro Ruiz, CFP®. See how consistency and expert guidance can transform your year. https://hubs.li/Q030VPSg0

Empowering women to take charge of their financial futures. 🌟 Discover actionable steps from Kaylyn Adams, CFP® to build financial confidence and navigate life’s transitions with ease. https://hubs.ly/Q030FMtZ0

🎉 Celebrating 14 Years of Art & Impact in Coral Gables 🎉 The Evensky & Katz / Foldes team stepped out for a special night at The Coral Gables Art Cinema Auditorium Naming Dedication & 14th Anniversary Celebration. We celebrated Steven Krams and Midge Blumberg-Krams for their incredible contributions to the arts—and had the perfect excuse to enjoy an evening with fellow cinema lovers! A special shoutout to our teammates Flavio Landivar, CFP®,CIMA®,MBA., a current Cinema board member; Brett D. Horowitz, CFP®, a past board member; and David Evensky for joining in the festivities and supporting this incredible cultural hub. 🎥✨ For 14 years, the Cinema has brought stories to life and connected our community through creativity and shared experiences. Cheers to many more years of making magic on the big screen! A huge thank you to the organizers and to Steven and Midge for their inspiring legacy. Follow us for more updates and ways to support amazing local initiatives! #CommunityMatters #LiveWell #CoralGablesArtCinema

Turns out, the ultimate cybersecurity weapon isn't fancy tech—it's being ridiculously organized. Brett D. Horowitz, CFP® reveals how a calendar, some strategic planning, and a dash of cynicism can help defend you from cyber threats and take control of your personal data. Who said protection can't be fun? 🔒✨ Read it here: https://hubs.li/Q02_-rsR0

🚀New Episode Alert! Lane M. Jones, CFA, CFP®, Chief Investment Officer, joins Brett D. Horowitz, CFP® and Marcos A. Segrera, CFP® to discuss U.S. investment dominance, the shrinking stock market, and why homeownership is out of reach for so many. Plus, is inflation helping or hurting? Tune in to hear Lane's predictions and insights! 🎧 https://hubs.li/Q02_pSPh0 Which takeaway surprised you the most? 👇 Let us know!

We’re proud of our Lubbock team for representing Evensky & Katz / Foldes at the High Point Village Gala, a non-profit enriching the lives of individuals with intellectual and developmental disabilities. Their involvement reflects our shared commitment to making a meaningful difference in the lives of others. 💙 Thank you, High Point Village, for inspiring us all! With Anne Bednarz, CFP®, AIF®, Conlee Carrasco, CFP®, Kaylyn Adams, CFP®, Katie Salter, John Salter, and Courtney Grusendorf

We recently had the honor of attending an event hosted by Facts About Cuban Exiles (FACE) https://hubs.li/Q02-q-l00 , where we proudly cheered on Aida Levitan as she received a Leadership and Lifetime Achievement Award for her incredible impact on the Cuban-American community. It was a true celebration of Aida’s dedication and the rich cultural heritage of the Cuban diaspora. Our team, including Katherine Sojo, Marcos A. Segrera, CFP®, David Evensky along with our friends from PAAST CPA and Augusto Perera—all of us sharing in the joy of this well-deserved recognition. A heartfelt thank you to FACE for hosting such a special event, and congratulations to Aida for her continued leadership and inspiring contributions!

At Evensky & Katz/Foldes, we don’t just manage portfolios—we maximize them. From tax-loss harvesting to asset location strategies, we take a thoughtful, proactive approach to reduce taxes and optimize your investments. 💼 Ready to see the difference a personalized financial strategy can make? Let’s talk. 📖 Read the full blog: https://hubs.li/Q02-r1pz0

We had the privilege to sponsor the 6th Annual Wine Auction with the Coral Gables Community Foundation. It was a night of fine wines, great company, and meaningful impact, all supporting programs that make our community stronger. 🍷✨ We’re inspired by the generosity of everyone who came together to make the evening a success, reflecting our commitment to community and our mission of helping people live well. ✨ Thank you to the Coral Gables Community Foundation, Mayor Vince Lago and Olga Mari Lago, and all the organizers and sponsors for an unforgettable event! https://hubs.li/Q02-19JX0

Offering a 401(k) plan is more than a benefit—it’s a strategy that drives talent retention, tax savings, and employee satisfaction. Ready to take the next step? Check out our latest from Scott DeCecchis, QKA, CHSP: https://hubs.li/Q02ZK0320