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Market Commentary May 2024
May 2, 2024
Inflation and its stickiness have recently been a persistent topic in news outlets. Measured against prices a year ago, inflation is at 3.5% as of the end of March. From a financial planning perspective, we feel it’s important to remember that we use the average rate if inflation over …
LIFE series: Divorce
April 10, 2024
financial advisor financial advisor richmond
We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too. Marriage and divorce both bring a flood ...
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More Isn’t Always Better
March 20, 2024
financial advisor financial planning
Gambling ads are seeming to pop up everywhere. Celebrities appear on your screen, regaling you with the betting advantages available on the app they are ...
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Are IPOs a good investment?
February 27, 2024
financial advisor richmond financial planning
With the headlines of prominent companies such as Reddit seeking an Initial Public Offering (IPO) in 2024, investors may wonder if these are opportunities or ...
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LIFE series: Marriage
February 16, 2024
It could be said that life is a series of events. We plan and prepare for these moments in time, but can’t control everything . ...
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Presidential Elections and Your Portfolio
February 7, 2024
Presidential elections come once every four years, and each is an election like never before… just like the ones ...
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Why an Advisor Shouldn’t be a Yes Man
January 5, 2024
Charlie Munger earned the nickname “The Abominable No Man” working for Warren Buffet at Berkshire Hathaway has his number two. A nickname earned by Munger’s ...
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The Santa Claus Rally
December 22, 2023
The “Santa Claus Rally” is a phenomenon that warms the hearts of even the most Scrooge-like investor. It describes the historical tendency for the stock ...
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EVOadvisers Blog Holiday Edition: Part 3
December 21, 2023
financial advisor financial planning
To wrap up our final holiday blog of 2023 we are going to pull in the classic world of Dickens. Let’s give the thread ...
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