Blog

News, podcasts and insights for you

Market Commentary Investing
Market Commentary May 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 …

Read More
General Planning
LIFE series: Divorce
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 ...
Read More
Uncategorized
More Isn’t Always Better
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 ...
Read More
Are IPOs a good investment? General PlanningInvestingInvestment Strategy
Are IPOs a good investment?
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 ...
Read More
Uncategorized
LIFE series: Marriage
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 . ...
Read More
Presidential Election Investing
Presidential Elections and Your Portfolio
            Presidential elections come once every four years, and each is an election like never before… just like the ones ...
Read More
advisor Investing
Why an Advisor Shouldn’t be a Yes Man
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 ...
Read More
Santa Claus Rally InvestingInvestment Strategy
The Santa Claus Rally
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 ...
Read More
General PlanningUncategorized
EVOadvisers Blog Holiday Edition: Part 3
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 ...
Read More

Let's set up a meeting!