It’s no secret that the past two years have been an interesting time to be investing in the market. It’s also no secret that the past 12 years have been Among the best years for investors to be consistently in the markets. [Read more…]
Structure Matters: Choosing the Right One for Your Business
The choice of a corporate structure for a business has many consequences: a crucial impact on the business’s taxes, your ability to raise funds, the paperwork you must file, and perhaps most important, your personal liability. [Read more…]
The Trade-Offs: Starting a Small Business
If there’s one thing that 2020 & 2021 taught us, it’s that people of all ages and backgrounds have the appetite to start their own business. [Read more…]
Building Your EVOKE® Financial Life Team
The old advice used to be that you needed to find a mentor to help you through your career choices. Life must have been a lot simpler. [Read more…]
EVOKE Financial Life Planning: The “V” Is For Vision
We took a deep dive into what the “E” in the EVOKE® process means in a recent blog. For us, this isn’t just a catchy acronym. [Read more…]
EVOKE Financial Life Planning: The “E” Is For Exploration
In the traditional financial planning process, the only exploration is what’s being done with your assets. We couldn’t be more different. [Read more…]
The Executive Way: Treat Your Career Like a Sport
When thinking about your career, it might seem odd to make comparisons to a sport. But when you zoom out and look at the similarities, they’re more closely related than you may think. [Read more…]
How to Find Balance in Your Spending
When it comes to finding balance in your spending, standard advice says that you need to make a budget. How successful is that? One survey found that 74% of consumers say they have a budget, yet 79% fail to follow it.1 [Read more…]
5 Questions to Ask Yourself Before Investing in Crypto
They have been in the headlines; Bitcoin, Ethereum, Dogecoin and Shiba Inu. It’s held up the Infrastructure Bill. It’s picking up popularity. It’s here, and if you’ve found yourself wondering if you should be investing in cryptocurrency, you’re one of many. In fact, 49% of millennials and 38% of Gen Xers reported owning bitcoin. [Read more…]
A Vision Guided Plan for Long Term Wealth
While work is its own reward, there comes a point when the tangible rewards of work begin to change your life. As income increases and life becomes more complex, the two tend to feed into each other in ways that can decrease satisfaction. [Read more…]
The Pre-IPO Checklist for Employees
Working at a startup is rewarding for many reasons – building something from scratch, collaborating with colleagues to make an idea into reality, and potentially changing an industry or a market for the better. [Read more…]
Stock Options: An Owner’s Manual
Whether you’re at a pre-IPO start-up, a growing public company, or a blue chip that just developed a life-saving vaccine, stock options can provide a boost to your current and long-term wealth. [Read more…]
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