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News, podcasts and insights for you
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 mean? Dave and the 15-person commission will work to strengthen consumer protection and support the stronger fiduciary standard over the next two years. Join us …
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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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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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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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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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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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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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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CFP Board Removes Compensation Descriptions
You may have heard the CFP Board recently removed compensation descriptions from their website. What does this mean? Previously, prospective clients could search for advisors ...
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