EVOacademy
June 1, 2021Episode 29 – VA529’s Newest Tuition Tracking - This week we’re joined by Mary Morris to chat about VA529's newest Tuition Track option. More
April 29, 2021Taking Withdrawals from Roth IRA’s - You may have heard of something called the "Five-Year Rule" when it comes to Roth IRA withdrawals. Well, actually, there… More
March 26, 2021Health Savings Accounts Demystified – Just in Time for Tax Filing - If you want to sock away as much as you can in a tax-efficient manner, don’t overlook the value of… More
February 23, 2021Investing 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… More
February 4, 2021Congratulating Dave O’Brien on his new role! - We are excited to announce that EVO’s Dave O’Brien, CFP® was named to the CFP Board’s new Commission on Sanctions… More
January 28, 2021The 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… More
November 13, 2020Episode 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. More
October 29, 2020Advice to Close Out 2020 - Each October we remind you of important financial planning tasks to check off as we approach the end of the… More
September 17, 2020Episode 27 – Startup Co-Founders Talk Tech and Taxes - This week we’re joined by Kevin Lozer, CFP® and Roger Pine, CFA, CFP® to chat about leaving a thriving career… MoreNext Steps -
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