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Category: Investing

economyfinancial planningGeneral Planning
What You Should Think of Economic and Market News
September 2, 2022 economy financial planning

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 terminology actually means and lend it some context regarding the long-term significance of temporary downturns to your portfolio.

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The 5-year rule for Roth IRA withdrawals General PlanningInvestingRetirement
The Five-Year Rule on Roth IRA Withdrawals
May 29, 2021
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?
February 23, 2021
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
January 28, 2021
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
November 13, 2020
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
June 17, 2020
This week we’re joined by the entire EVO team to celebrate our 25th podcast.
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Logo for the CFP (Certified Financial Planner) Board of Standards Finding an AdvisorGeneral PlanningInvesting
CFP Board Removes Compensation Descriptions
March 18, 2020
You may have heard the CFP Board recently removed compensation descriptions from their website. What does this mean? Previously, prospective clients could search for advisors ...
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Save for retirement Employee BenefitsInvesting
Amid Coronavirus Anxiety, Should I Stop Making 401(k) Contributions?
March 16, 2020
Wondering if you should pause your 401(k) contributions amidst Coronavirus anxiety? Absolutely not! Our own, Dave O’Brien, explains why. Link: https://www.nytimes.com/2020/03/12/business/coronavirus-401k-contributions.html?referringSource=articleShare
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Empty Wallet Finding an AdvisorGeneral PlanningInvesting
You pay too much for mutual funds. I don’t.
November 19, 2019
At EVOAdvisers, we select the lowest cost share class available for a client. That’s what a fiduciary should do — put their client’s interests before ...
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