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Category: Finding an Advisor

Estate Planningfinancial planningFinding an Advisor
Estate Planning 101
August 5, 2024 financial planning

Estate planning can be a difficult topic to discuss. After all, we’re dealing with what happens to your money after you have passed away or become incapacitated. But estate planning plays a crucial role in every person’s financial plan and can have a big impact for the next generations.

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401(k)Employee Benefitsfinancial planning
LIFE series: Leaving A Job
June 1, 2024 financial planning retirement
We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...
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Active vs Passive Investing Finding an AdvisorInvesting
Investing Basics: What’s the difference between active and passive investing?
February 23, 2021
One of the most important things to know about investing is that you really should have a strategy to be in this game...
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Logo for the CFP (Certified Financial Planner) Board of Standards Finding an AdvisorGeneral PlanningInvesting
CFP Board Removes Compensation Descriptions
March 18, 2020
You may have heard the CFP Board recently removed compensation descriptions from their website. What does this mean? Previously, prospective clients could search for advisors ...
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Empty Wallet Finding an AdvisorGeneral PlanningInvesting
You pay too much for mutual funds. I don’t.
November 19, 2019
At EVOAdvisers, we select the lowest cost share class available for a client. That’s what a fiduciary should do — put their client’s interests before ...
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Finding an AdvisorGeneral Planning
Dave O’Brien, EVOadvisers co-founder, named Chair of the National Association of Personal Financial Advisors (NAPFA)
October 14, 2019
At the start of September, Dave will lead the largest association of Fee-Only advisors during a time of growth and consumer regulatory reform.
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Working With a Financial Advisor Business PlanningFinding an AdvisorGeneral Planning
What’s the Value of a financial advisor?
August 6, 2019
Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you?  We should all be skeptical ...
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Do I Need A Financial Advisor? Finding an AdvisorGeneral Planning
Do I need a financial advisor?
May 30, 2019
Many people find that working with a financial planner makes the difference between achieving the important goals they set…and watching time go by while those ...
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Clearing Pitfalls (in Financial Planning) with Bob Veres Finding an AdvisorGeneral PlanningInvesting
Episode 17 – Clearing pitfalls (in financial planning) with Bob Veres
April 29, 2019
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.
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