EVOacademy

Category: Investing

Finding an Advisor General Planning Investing

CFP Board Removes Compensation Descriptions

March 18, 2020

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 based on their compensation – Fee-Only, Commission Only, or Commission and Fee. The Board says it is the best way to have clients and prospects …

Employee Benefits Investing

Amid Coronavirus Anxiety, Should I Stop Making 401(k) Contributions?

March 16, 2020

Wondering if you should pause your 401(k) contributions amidst Coronavirus anxiety? Absolutely not! Our own, Dave O’Brien, explains why. Link: https://www.nytimes.com/2020/03/12/business/coronavirus-401k-contributions.html?referringSource=articleShare

Finding an Advisor General Planning Investing

You pay too much for mutual funds. I don’t.

November 19, 2019

At EVOAdvisers, we select the lowest cost share class available for a client. That’s what a fiduciary should do — put their client’s interests before ...

Q3 – 2019 Quarterly Market Review

October 16, 2019

The 3rd quarter came quickly! Here's a review of the past 3 months.

Investing

Q2 – 2019 Quarterly Market Review

July 19, 2019

The 2nd quarter came quickly! Here's a review of the past 3 months.

General Planning Insurance Investing

Deciphering what you have: peeling back the costs in what you own.

June 7, 2019

Chances are you have accumulated a bunch of retirement accounts from former employers, investment accounts, insurance policies and maybe more. Yes, you’ll get around to ...