EVOacademy
Category: General Planning
EVOadvisers Blog Holiday Edition: Part 1
Breaking the Thread of Never Enough: The Psychology of Money December is here and to quote Dickens, it can be the best of times and the worst of times. More on Dickens in a moment. The December Holiday season can be the most magical and the most stressful time …
Death of the 60/40 Portfolio?
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
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
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
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 ...
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EVO Medicare Awareness Session with Bryan Gay
Whether you are approaching Medicare age, already on Medicare - or simply want to learn more about it, we hosted a Medicare Awareness Session featuring ...
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To Shred or Not to Shred?
How long should you keep tax returns, investment statements and other financial documents? Many of our clients have asked us what to do with years ...
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The Five-Year Rule on Roth IRA Withdrawals
You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there are three five-year rules to ...
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Should I Use Life Insurance for College Funding?
Parents of young children have a lot to plan for. College is a big expense and requires a strategy for saving. Finding the dollars to ...
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