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EAdvyzr ETF Series
Online investment solution with your choice of Risk Level and Investment Strategy. Single or Multi-Fund Family Options.
Founder Series Portfolios
Our original portfolio series. Long-term, low-cost, index fund solution. Globally diversified, factor-based allocation.
Custom Series Portfolios
Custom-built investment portfolio for your unique situation. Generally reserved for accounts greater than one million dollars.
401(k) Investments
Selection and monitoring of small business retirement plan investment options. 3(21) and 3(38) fiduciary.
The World of Evidence Advisors
EA Resources
The Top 5 Traits of Thriving 401(k) Plans
As a business owner, offering a 401(k) retirement plan can be an excellent way to add value to your employee benefits program, not to mention allowing you and your employees to save for retirement in a tax-advantaged way.
But, is your plan thriving?
Read the Guide
The Return of The Pension - This time it's personal.
Though pensions have largely disappeared, the need for reliable, pension-like income has not, and investing for retirement requires more education and personal responsibility than ever before.
In The Return of the Pension, I share some of the valuable tips and information that you and your company can begin using today to build, repair, or completely remodel your 401(k) retirement plan.
Author - Wyatt A. Moerdyk, CFP®, AIF®
EA Podcast
The Five Minute Money Show
Five minutes of finance from CERTIFIED FINANCIAL PLANNER™ Wyatt A. Moerdyk. No heavy investment topics or advice, just a fun fast show about finance and what's going on in the world.
Listen to the Show
