EVOacademy

Category: Investing

Investing
Q2 – 2019 Quarterly Market Review
July 19, 2019

The 2nd quarter came quickly! Here’s a review of the past 3 months.

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Deciphering what you have: peeling back the costs in what you own. General PlanningInsuranceInvesting
Deciphering what you have: peeling back the costs in what you own.
June 7, 2019
Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to ...
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Why pay taxes on your investments? InvestingTax
Why pay taxes on your investments? Income is taxable…unless it’s in the right account.
May 30, 2019
Diversification allows you to pursue your investment growth goal while not exposing yourself to more risk of loss than you can handle.
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Things we wish we didn’t have to see InsuranceInvestingTax
Things we wish we didn’t have to see: those annuities in your IRA caused a big tax bill for future you.
May 30, 2019
Do you feel that something in your portfolio might not be just right for you? Maybe that monthly life insurance bill makes you wonder if ...
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Life event: The Big Job Employee BenefitsInvesting
Life event: The Big Job
April 30, 2019
Did you just land the big job. Get the dream promotion? Has your business just reached the next level? Congratulations! There’s a lot of planning ...
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Clearing Pitfalls (in Financial Planning) with Bob Veres Finding an AdvisorGeneral PlanningInvesting
Episode 17 – Clearing pitfalls (in financial planning) with Bob Veres
April 29, 2019
Bob Veres is a pioneer in this profession to steer consumers away from exactly that and help understand what it is financial planners do.
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It’s a (baby)! College PlanningInvesting
Financial Checklist After Having a Baby
March 30, 2019
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 ...
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InvestingPodcasts
Episode 12 – In Pursuit Of A Better Investment Experience
December 4, 2018
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 ...
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General PlanningInvesting
Dave on NPR Marketplace
November 11, 2016
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 ...
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