EVOacademy
Category: Investing
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 be aware of. And you’ll want to make sure you’ve satisfied the appropriate rule to ensure your withdrawals don’t come with an unexpected tax and/or penalty.
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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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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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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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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CFP Board Removes Compensation Descriptions
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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Amid Coronavirus Anxiety, Should I Stop Making 401(k) Contributions?
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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You pay too much for mutual funds. I don’t.
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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Q3 – 2019 Quarterly Market Review
The 3rd quarter came quickly! Here's a review of the past 3 months.
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