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LIFE series: Divorce

April 10, 2024 financial advisor financial advisor richmond

We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too.

Marriage and divorce both bring a flood of emotions, for marriage, we experience great joy and hopefulness. However, divorce often brings fear and uncertainty. As planners, we do not want you to make decisions, financial or otherwise, out of fear. While your heart will heal from a broken relationship, poor financial decisions could follow you for a lifetime.

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Are IPOs a good investment?

February 27, 2024 financial advisor richmond financial planning

With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...

financial advisor financial planning General Planning

EVOadvisers Blog Holiday Edition: Part 3

December 21, 2023 financial advisor financial planning

To wrap up our final holiday blog of 2023 we are going to pull in the classic world of Dickens. Let’s give the thread ...

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EVOadvisers Blog Holiday Edition: Part 2

December 18, 2023 financial advisor financial planner richmond

Breaking the Thread of Never Enough: Sonnet 29 Now that we have pulled the curtain back on the brain a little, let’s look up and ...

General Planning

EVOadvisers Blog Holiday Edition: Part 1

December 8, 2023

Breaking the Thread of Never Enough: The Psychology of Money December is here and to quote Dickens, it can be the best of times ...

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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. ...

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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 ...