EVOacademy

Category: Investing

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…

Read More
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 ...
Read More
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.
Read More
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.
Read More
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 ...
Read More
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
Read More
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 ...
Read More
Q3 – 2019 Quarterly Market Review
October 16, 2019
The 3rd quarter came quickly! Here's a review of the past 3 months.
Read More
Investing
Q2 – 2019 Quarterly Market Review
July 19, 2019
The 2nd quarter came quickly! Here's a review of the past 3 months.
Read More
Categories
Tags

Let's set up a meeting!

Contact Us