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Category: Investing

How does the 2025 Tax Bill Impact You?

July 23, 2025

On July 4th, a sweeping tax bill was made law, and many people are rightfully wondering what impact it will have on their specific tax situation. In this post, we highlight 5 big changes. We’ll cover more in the coming months. Current tax brackets have been made permanent. As part …

Introduction Series Investing

Introduction to Investing

May 15, 2025

Investing doesn’t have to be intimidating or full of technical jargon. If you’re starting your career, and need to decide how to invest in your ...

EVO news Investing

2024 Market Commentary and 2025 Outlook

February 3, 2025

If you read just one economic and market commentary, we hope it is this one. Each January, we see many articles covering the “year in ...

Investing Investment Strategy

Do you know the cost of your investments?

December 13, 2024

Investors are familiar with a common disclosure alerting them that “investing involves risk of loss”. But there is another important piece of information many investors ...

Investing

How the S&P500 has performed after rate cuts

September 20, 2024

As an investor, how does a half a percentage point cut in the Federal Reserve’s key interest rate affect portfolio returns? Rate cuts evoke ...

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Presidential Elections – Stay the Course

June 28, 2024 financial advisor financial advisor richmond

Elections come with a reliable frequency. Market movements, though, are fairly unpredictable. While historical market data reflects this, human psychology can fall prey all too ...

401(k)Employee Benefits financial planning

LIFE series: Leaving A Job

June 1, 2024 financial planning retirement

We recently covered the life event of getting a new job. Now we’re turning our attention to the moment when employment terminates. There are happy ...