EVOacademy

Episode 30 - Is Your Estate Plan In Good Shape? October 7, 2021Episode 30 – Is Your Estate Plan In Good Shape? - This week we’re joined by Mike Bennett to chat about taking control in your estate plan. More
Episode 29 - VA529's Newest Tuition Tracking 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
Taking Withdrawals from Roth IRA's 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
Health Savings Accounts Demystified – Just in Time for Tax Filing 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
Active vs Passive Investing 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
Logo for CFP (Certified Financial Planner) Board of Standards 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
Gamestop gained everyone's attention with it's wild stock fluctuations. 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
John Clair and Dave O'Brien on their episode 28 EvoFi podcast, "The Future of ESG Investing" 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
EVOadvisers staff photo in Richmond, VA 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

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