Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to organizing and making...... more
Diversification allows you to pursue your investment growth goal while not exposing yourself to more risk of loss than you can handle.... more
Do you feel that something in your portfolio might not be just right for you? Maybe that monthly life insurance bill makes you wonder if you did the right...... more
Did you just land the big job. Get the dream promotion? Has your business just reached the next level? Congratulations! There’s a lot of planning to do,...... more
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do. ... more
Your bundle of joy has arrived. It’s the most special time full of such happiness. And then at some point you started thinking about the financial responsibilities of...... more
In Pursuit of a Better Investment Experience In this episode, the EvoFi team is joined by Dimensional Fund Advisors’ Russell Brockett, CFA, CFP, who helps us better understand and...... more
The election is over, but several weeks ago Dave was asked to participate in a story asking should Americans consider changing their retirement portfolios because of what’s happening on...... more
Dave was interviewed by The Boston Globe about the DOL Fiduciary Rule. Please Click Here to read the article.... more