EVOacademy

Category: Finding an Advisor

Finding an Advisor Investing

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…

Finding an Advisor General Planning Investing

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 ...

Finding an Advisor General Planning Investing

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 ...

Finding an Advisor General 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.

Business Planning Finding an Advisor General 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 ...

Finding an Advisor General 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 ...