EVOacademy
December 13, 2019Episode 23 – FAANG and Tech stocks - This week we’re joined by Sailesh Patel, Co-Founding Partner and CEO of Scale4GOOD to dive into the complexities of FAANG… More
November 19, 2019You 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 —… More
October 24, 2019Episode 22 – Time For A Change - This week we’re joined by Co-Founder and Co-Managing Partner, Rich Reinecke, of Fahrenheit Advisors to talk about how to maneuver… More
October 16, 2019Q3 – 2019 Quarterly Market Review - The 3rd quarter came quickly! Here's a review of the past 3 months. More
October 14, 2019Dave O’Brien, EVOadvisers co-founder, named Chair of the National Association of Personal Financial Advisors (NAPFA) - At the start of September, Dave will lead the largest association of Fee-Only advisors during a time of growth and… More
September 6, 2019Episode 21 – How To Leave A Legacy Of Generosity - This week we’re joined by national sales executive, Greg Murray, of Vanguard Charitable to talk about how you can best… More
August 14, 2019Episode 20 – When do I need life insurance? - This week we’re joined by life insurance genius, Mark Maurer, to talk about Bret Michaels, Simon and Garfunkel, and Game… More
August 6, 2019What’s the Value of a financial advisor? - Working with a financial advisor may add “about 3%” in increased returns. Does this claim sound pretty bold to you? … More
July 19, 2019Episode 19 – How do 529 plans work? - A lot of our clients ask about Virginia529 plans. What are the tax advantages? How do I open an account? Which funds should I use? Join the… MoreNext Steps -
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