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Category: Investing

artartinvestingfinance
Investing in Art Using Masterworks® – is it Worth the Hype?

Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as a symbol of wealth and sophistication, but it isn’t always the best financial decision. For starters, investment-quality art can carry stratospheric price tags, far above …

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Investing
Cryptocurrency and You
  In 2022, investors in crypto currency had a rude awakening: what goes up, goes down. And in some cases, investors in crypto currencies lost ...
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InvestingRetirement
Retirement, Market Downturns and You
For those of you approaching retirement, or already in-retirement, we recently heard a great quote from one of our peers, “if it were true that ...
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economyfinancial planningGeneral Planning
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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The 5-year rule for Roth IRA withdrawals General PlanningInvestingRetirement
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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Active vs Passive Investing Finding an AdvisorInvesting
Investing Basics: What’s the difference between active and passive investing?
One of the most important things to know about investing is that you really should have a strategy to be in this game...
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Gamestop gained everyone's attention with it's wild stock fluctuations. General PlanningInvesting
The Perpetuating Normality of the GameStop (GME) Anomaly
The rise and fall of GameStop (GME) stock has come as quite a surprise. GameStop — a company that has seen a shrinking market and ...
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John Clair and Dave O'Brien on their episode 28 EvoFi podcast, "The Future of ESG Investing" InvestingPodcasts
Episode 28 – The Future of (ESG) Investing
This week we’re joined by Margaret Leung and AJ Gedwill to chat about the future of ESG investing.
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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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