EVOacademy

Category: Investing

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.

Read More
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 ...
Read More
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 ...
Read More
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 ...
Read More
General PlanningInvesting
Dave Quoted in Boston Globe on DOL Fiduciary Rule
April 19, 2016
Dave was interviewed by The Boston Globe about the DOL Fiduciary Rule. Please Click Here to read the article.
Read More
General PlanningInvesting
DOL Releases Fiduciary Rule – What This Means For You
April 12, 2016
It’s not every day that you get to witness something you’ve worked for become law. You may have seen news coverage of “the Fiduciary Rule” ...
Read More
Categories
Tags

Let's set up a meeting!

Contact Us