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Death of the 60/40 Portfolio?

September 29, 2023 financial advisor financial advisor richmond

News headlines in 2022 continuously touted the end of the 60/40 portfolio – the traditional not-too-conservative, but not-too-risky mix of 60% stocks and 40% bonds. Announcing the “death of the 60/40 portfolio” was a good headline and an opportunity for alternative fund managers to attempt to generate new business, but …

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Mistakes Your Financial Advisor Can Prevent

August 4, 2023 financial advisor financial advisor richmond

Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent

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Top 4 Credit Card Features to Understand

June 12, 2023 best credit card building credit

Top 4 Credit Card Features Seeing ads for new credit cards and wondering if they may be right for you? Unsure if your current card

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What You Should Think of Economic and Market News

September 2, 2022 economy financial planning

Anyone following financial news in the first eight months of 2022 hasn’t had much to be happy about. It can help to clarify what some

Medicare expert, Bryan Gay, begins his presentation on Medicare Awareness.

financial planning General Planning Healthcare

EVO Medicare Awareness Session with Bryan Gay

August 15, 2022 financial planning healthcare

Whether you are approaching Medicare age, already on Medicare - or simply want to learn more about it, we hosted a Medicare Awareness Session featuring