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Tag: financial planning

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LIFE series: Divorce
April 10, 2024 financial advisor financial advisor richmond

We are back with You-Only AdviceTM , where we cover the best days, and, the hardest days too.

Marriage and divorce both bring a flood of emotions, for marriage, we experience great joy and hopefulness. However, divorce often brings fear and uncertainty. As planners, we do not want you to make decisions, financial or otherwise, out of fear. While your heart will heal from a broken relationship, poor financial decisions could follow you for a lifetime.

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More Isn’t Always Better
March 20, 2024 financial advisor financial planning
Gambling ads are seeming to pop up everywhere. Celebrities appear on your screen, regaling you with the betting advantages available on the app they are ...
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Are IPOs a good investment?
February 27, 2024 financial advisor richmond financial planning
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 ...
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financial advisorfinancial planningGeneral Planning
EVOadvisers Blog Holiday Edition: Part 3
December 21, 2023 financial advisor financial planning
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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EVOadvisers Blog Holiday Edition: Part 2
December 18, 2023 financial advisor financial planner richmond
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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Death of the 60/40 Portfolio?
September 29, 2023 financial advisor financial advisor richmond
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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Mistakes Your Financial Advisor Can Prevent
August 4, 2023 financial advisor financial advisor richmond
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 July Meeting Comments
July 27, 2023 financial planning
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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Top 4 Credit Card Features to Understand
June 12, 2023 best credit card building credit
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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