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Tag: financial planning

Are IPOs a good investment? financial advisor richmondfinancial planningGeneral Planning
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 risks to their portfolios. 2021 saw the most IPOs this century, with over 1000 IPO’s occurring in that year alone – more than double the …

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financial advisorfinancial planningGeneral Planning
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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financial advisorfinancial planner richmondfinancial 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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60/40 Portfolio financial advisorfinancial advisor richmondfinancial planning
Death of the 60/40 Portfolio?
News headlines in 2022 continuously touted the end of the 60/40 portfolio – the traditional not-too-conservative, but not-too-risky mix of 60% stocks and 40% bonds. ...
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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 ...
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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 ...
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best credit cardbuilding creditcash back credit card
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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artartinvestingfinance
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 ...
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