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Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 10/30/14
Harold Evensky presents his quarterly newsletter.

Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 7/8/14
Hi! I hope you had a great 4th and youre having a great summer. Its been a busy one at E&K as youll see from my closing note and a fun one for Deena and me as we recently returned from a cruise to Reykjavik, Iceland, a most charming city but a bit off-putting with over 20 hours of sunlight.

Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 3/15/14
Harold Evensky's quarterly letter to his readers.

Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 12/26/13
I admit it, I do occasionally pick on Money Magazine and other consumer financial publications, but as Ive written in the past, for the most part, Money does a great job of educating consumers. Its story on Lessons from the Crash "Lehman Brothers collapse in September 2008 sent stocks on a terrifying ride. A year-by-year look back reveals five key takeaways you need to heed today" is an excellent example. Here are Moneys "Lessons."

Newsletter September 2013
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 9/18/13
SAY IT ISNT SO... Investment News headline Ex-J.P. Morgan broker: Firm pushed house funds. The story went on to report: Claims reps didnt get commission on trades of outside funds. A former J.P. Morgan broker has filed an arbitration claim alleging that the banks securities unit encouraged sales of proprietary funds by withholding commissions from brokers on trades of outside funds.

Newsletter June 2013
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 6/18/13
Do you remember hiding under the sheets listening to radio when your parents thought you were asleep? If so, I have an unbelievable collection of all the old-time radio shows we listened to when we were kids, if you have about six months? spare time. Find your favorite, click on it, and it lists literally hundreds of episodes you can re-live.

Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 3/14/13
In the latest edition of his client newsletter, Harold Evensky highlights a number of interesting bits of news, including a must-see destination for your friends, your kids and your grandkids, some advice from Warren Buffett, a tip from Albert Einstein and the latest data on hedge fund performance.

Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 1/4/13
As always I hope you will enjoy this issue, as much as I have enjoyed putting it together. Most important though I wish one and all a very happy, prosperous and healthy new year!

October 2012 Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 10/25/12
Oh the joys of driving to a baseball game; sitting in endless traffic four miles from the stadium, inching past full lot after full lot, or not finding your car when it's time to go home (was it D-4 or 404 Green?). Now you can streamline your parking experience with ParkWhiz, a Chicago-based company that's recently gone national. This and other missives from Harold Evensky.

July 2012 Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 7/20/12
FRANK SINATRA FAN? Mena chided me for starting my last NewsLetter on a negative note so I thought Id repent this time and start with something more positive. Even if youre not a Sinatra fan, this lovely and moving piece of music by Andre Rieu," a renowned Dutch violinist, conductor and composer, and his orchestra is a tribute to Frank Sinatra with My Way on his Stradivarius violin at Radio City Music Hall New York.

NewsLetter - April 2012
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 4/5/12
Although we continue to believe in the tenets of Modern Portfolio Theory, the concept is Buy-and-Manage not Buy-and-Forget. As a consequence, we made numerous adjustments to our strategic allocations over the years. And, consistent with our buy-and-manage philosophy, for the last few years weve been studying investment markets and have come to believe that long-term future returns are likely to be even lower then we estimated in 2002, market risk will be higher and the benefits from diversification less (i.e., correlations will be higher).

NewsLetter - December 2011
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 12/20/11
No question the markets have been scary and whenever that happens youll read about the value of diversification. The good news is, it works. It may not work day-to-day but over economic cycles, it works. Still, most investors do not really understand what a real diversified portfolio looks like so I did a quick and dirty evaluation of E&Ks typical investment portfolio and found: Stock positions in well over 12k different companies. The largest single position was Exxon at about 0.8% in an all equity allocation. Companies based in over 40 different countries.

Staying the Course No Longer Works!
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 12/17/10
'Staying The Course No Longer Works,' and 'Modern Portfolio Theory is Dead,' have been popular headlines with the financial media. It sure sounds good; after all, why would any investor willingly subject their portfolio to the massive losses of 2008 and early 2009? So does that mean that long term strategic investing is out the window? One of our core beliefs is that to earn market returns an investor needs to be in the market.

July 2010 Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 7/9/10
Evensky & Katz president Harold Evensky doesn't know about you, but he's getting tired of living in interesting times. Unfortunately the market gods don't much care for his opinion. So, given the reality that the markets have been a tad exciting lately, in addition to his regular meandering tidbits, he's included a number of items that he thought might provide a little perspective on the ranting of the financial talking heads.

February/March 2010 News and Events
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 3/3/10
Congress is currently debating whether to apply the fiduciary standard to anyone providing investment advice. Evensky and Katz argue this would help protect client interests. Some brokerage and insurance representatives claim, however, that this would chill the ability of brokers or advisors to provide advice. Evensky and Katz also examine health care costs, social statistics and other varied topics.

President's Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 12/7/09

Why Safe Isn't Always
by Charles Bennett Sachs of Evensky & Katz / Foldes Financial Wealth Management, 7/16/09

The Last Word - Post Madoff
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 7/15/09

It Is Scary
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 2/26/09

Harold Evensky on Madoff's Swindle
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 12/16/08

The Lost Decade
by McGrath of Evensky & Katz / Foldes Financial Wealth Management, 11/18/08

Managing the Stress of Today's Markets
by Charles Bennett Sachs of Evensky & Katz / Foldes Financial Wealth Management, 11/18/08

June 2008 Newsletter
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 6/25/08

Don?t Fall for Financial Pornography and Wall Street Noise
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 1/30/08

Interesting Times
by Harold Evensky of Evensky & Katz / Foldes Financial Wealth Management, 12/17/07
Results 51–75 of 75 found.