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
It’s not every day when you get to witness something you’ve worked for become law. You may have seen news coverage of “the Fiduciary Rule” — on Wednesday, April...... more