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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 before. While elections come with a certain frequency, market downturns do not, and they rarely are correlated to presidential elections. Most election years have seen …

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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 ...
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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 ...
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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 ...
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Wartime InvestingInvestment Strategy
3 Things to Remember During Wartime and Your Portfolio
Let’s talk current events and your investment portfolio. We’re in an age of information. Never in history has such a large volume of information traveled ...
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Giving back to our profession EVO newsUncategorized
Giving back to our profession
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General Planning
EVOadvisers Blog Holiday Edition: Part 2
Breaking the Thread of Never Enough: Sonnet 29 Now that we have pulled the curtain back on the brain a little, let’s look up and ...
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Holiday General Planning
EVOadvisers Blog Holiday Edition: Part 1
Breaking the Thread of Never Enough: The Psychology of Money   December is here and to quote Dickens, it can be the best of times ...
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Tax Loss Harvesting InvestingInvestment StrategyTax
Tax Loss Harvesting – Why Your Losses Aren’t Really Lost
Why your losses aren’t lost. Investing for the long term means accepting that some of your investments may go down in value at times. If ...
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