Category: General Planning

EVOadvisers staff photo in Richmond, VA General Planning
Advice to Close Out 2020

  Each October we remind you of important financial planning tasks to check off as we approach the end of the year. These include open enrollment for health insurance and Medicare, making sure you meet your annual savings goals, completing tax-efficient recommendations including charitable gifting. We remind you because they are …

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Business PlanningGeneral PlanningIdentity Protection
Episode 25 – Your Finances During COVID

This week we’re joined by the entire EVO team to celebrate our 25th podcast.

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Logo for the CFP (Certified Financial Planner) Board of Standards Finding an AdvisorGeneral PlanningInvesting
CFP Board Removes Compensation Descriptions

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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General Planning
Tips for Paying Off Your Holiday Credit Card Debt

Wondering how you’ve suddenly accumulated high credit card balances? This article from the New York Times, featuring our own Dave O’Brien, dives into unique ways …

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General PlanningIdentity ProtectionPodcasts
Episode 23 – FAANG and Tech stocks

This week we’re joined by Sailesh Patel, Co-Founding Partner and CEO of Scale4GOOD to dive into the complexities of FAANG and how tech is changing the way we think about business and finance.

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Empty Wallet Finding an AdvisorGeneral PlanningInvesting
You pay too much for mutual funds. I don’t.

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 their own.

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Business PlanningEmployee BenefitsGeneral Planning
Episode 22 – Time For A Change

This week we’re joined by Co-Founder and Co-Managing Partner, Rich Reinecke, of Fahrenheit Advisors to talk about how to maneuver a career change in a new world of job searching.

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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)

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?

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 of advisors who promise market-beating returns because there is so much research demonstrating such claims are inaccurate.

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