News, podcasts and insights for you

SECURE 2.0 401(k)401(k) For Business
How to Prepare Your 401(k) Plan for SECURE 2.0 Changes

The SECURE 2.0 Act of 2022 (SECURE 2.0) made significant changes to 401(k) plans intended to expand coverage, increase retirement savings, and simplify distribution rules. It’s critical that small business owners understand these changes and how to position their 401(k) plans to take advantage of or navigate around them. Some provisions are …

Read More
Financial Advisor Estate PlanningGeneral PlanningInsurance
Mistakes Your Financial Advisor Can Prevent

Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.

Read More
Federal Reserve Investing
Federal Reserve July Meeting Comments

On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been since 2001. There have been 11 interest rate hikes so far in this cycle. This was not a surprise, with many analysts expecting this hike after the pause in June.

Read More
General Planning
Top 4 Credit Card Features to Understand

Top 4 Credit Card Features Seeing ads for new credit cards and wondering if they may be right for you? Unsure if your current card …

Read More
3 Strong Savings Methods: Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts

Apple’s High-Yield Savings Account and Other Emerging and Existing Savings Accounts Introduction: In an unexpected move, Apple has recently entered the financial realm by launching …

Read More
Investing in Art Using Masterworks® – is it Worth the Hype?

Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as …

Read More
EVO news
EVO Welcomes their Newest Principal, Stephen Fletcher

We are happy to announce that Stephen Fletcher, our Lead Financial Planner, is now our newest Principal. Congratulations, Stephen! Before joining EVO, Stephen worked in …

Read More
Cryptocurrency and You

  In 2022, investors in crypto currency had a rude awakening: what goes up, goes down. And in some cases, investors in crypto currencies lost …

Read More
Retirement, Market Downturns and You

For those of you approaching retirement, or already in-retirement, we recently heard a great quote from one of our peers, “if it were true that …

Read More

Let's set up a meeting!