News, podcasts and insights for you

Active vs Passive Investing Finding an AdvisorInvesting
Investing 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 in this game…

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Logo for CFP (Certified Financial Planner) Board of Standards EVO news
Congratulating 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 and Fitness! What does this …

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Gamestop gained everyone's attention with it's wild stock fluctuations. General PlanningInvesting
The 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 seen a shrinking market and …

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John Clair and Dave O'Brien on their episode 28 EvoFi podcast, "The Future of ESG Investing" InvestingPodcasts
Episode 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.

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EVOadvisers staff photo in Richmond, VA General Planning
Advice to Close Out 2020

  Each October we remind you of important financial planning tasks to check off as we approach the end of the year. These include open enrollment …

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Business PlanningPodcastsTax
Episode 27 – Startup Co-Founders Talk Tech and Taxes

This week we’re joined by Kevin Lozer, CFP® and Roger Pine, CFA, CFP® to chat about leaving a thriving career to begin a startup.

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Employee BenefitsHealthcareInsurance
Episode 26 – Mind The (Insurance) Gap

This week we’re joined by Tom Lee to chat about gaps in health insurance.

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EVOadvisers Richmond Office, 2917 W Leigh St. EVO news
We Moved to Historic Scott’s Addition!

After six months of renovation, our new office space in Scotts Addition is complete! We are excited to announce we have packed our bags and …

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Business PlanningGeneral PlanningIdentity Protection
Episode 25 – Your Finances During COVID

This week we’re joined by the entire EVO team to celebrate our 25th podcast.

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