Evolve Advisor Group

If you haven't had a chance, please take a moment to read our Q2 2020 letter to shareholders which we released back in July.

Q2 2020 Letter to Shareholders As we continue to take precautions surrounding the COVID-19 Pandemic, we look to review the second quarter of 2020. In our previous letter we discussed how most of us wished we had moved to cash prior to the COVID-19 led bear market...

We have seen some trendy and fashionable investment options begin to pop up in the marketplace so far this year. Nobel laureate Eugene Fama said, "There's one robust new idea in finance that has investment implications maybe every 10 or 15 years, but there's a marketing idea every week."

Fashion - Appropriate for your Wadrobe, not your Portfolio Fashion – Appropriate for your Wardrobe, not your Portfolio Parker Gerard – Financial Advisor Fashion is something I know almost nothing about. I mean, I try to match my belt with my shoes, and I’ve been told I...

What should you do with your old 401k plan? We received so many questions about the topic that we decided to write a blog post about it!

What To Do With Old Retirement Accounts? What to do with Old Retirement Accounts? Parker Gerard – Financial Advisor “I’ve left my old company, what do I do now with my 401k?” Well, the answer really depends on your current situation, but there are...

Long week of virtual conferences for us both. Plenty of great information from our friends at NAPA and RPAG. Thankful to get outside, share a meal together and catch up! Happy Blu could join us too, dog friendly, great food and drink at .

7 Books for Shifting Your Perspective On Success The experience of others can teach you a lot about how to craft your own definition of achievement.