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Tag: financial planning

Financial Advisor Estate Planningfinancial advisorfinancial advisor richmond
Mistakes Your Financial Advisor Can Prevent

Sometimes, your financial life can look like this. You have an amazing estate planning attorney, a great CPA, a competent investment manager, an insurance agent that covers what you need covered, and a budget that allows you to live how you want to live and still squeeze in some savings.

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Federal Reserve financial planningInvesting
Federal Reserve July Meeting Comments

On Wednesday, July 26, 2023, the Federal Reserve raised the federal funds rate from 5.25% to 5.50%. This marks the highest interest rates have been since 2001. There have been 11 interest rate hikes so far in this cycle. This was not a surprise, with many analysts expecting this hike after the pause in June.

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Top 4 Credit Card Features to Understand

Top 4 Credit Card Features Seeing ads for new credit cards and wondering if they may be right for you? Unsure if your current card …

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Investing in Art Using Masterworks® – is it Worth the Hype?

Investing in Art, Can Art be an Investment? Investing in Art – Masterworks® carves up the masterpieces Investing in art has long been seen as …

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economyfinancial planningGeneral Planning
What You Should Think of Economic and Market News

Anyone following financial news in the first eight months of 2022 hasn’t had much to be happy about. It can help to clarify what some terminology actually means and lend it some context regarding the long-term significance of temporary downturns to your portfolio.

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Medicare expert, Bryan Gay, begins his presentation on Medicare Awareness. financial planningGeneral PlanningHealthcare
EVO Medicare Awareness Session with Bryan Gay

Whether you are approaching Medicare age, already on Medicare – or simply want to learn more about it, we hosted a Medicare Awareness Session featuring Bryan Gay of Boomer Insurance Group. We know it doesn’t sound very exciting – but give it a try. You’ll be glad you did.

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