Evelyn Zohlen

526 posts

Evelyn Zohlen

Evelyn Zohlen

@emzohlen

Wealth manager serving mostly women in transition. This woman of faith loves to run, read, eat and enjoy wine.

Huntington Beach, CA Katılım Mayıs 2011
54 Takip Edilen373 Takipçiler
Evelyn Zohlen
Evelyn Zohlen@emzohlen·
Another thing I wished I knew when I started as a planner: my professional colleagues are not my competitors but are one of my greatest resources. They’ve been true partners in my success. #NationalLINC #LINC980
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Daniel Crosby
Daniel Crosby@danielcrosby·
In terms of skill, women are better investors than men on average. Full stop. Save .4% more and have .4%/year better returns – Fidelity Outperform men by 1%/year – Barber and Odean Outperformance grew from .4%/year in up market to 1.3%/year in down – Openfolio
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Evelyn Zohlen
Evelyn Zohlen@emzohlen·
On my first day as an financial planner I wish I’d known the value of having a niche! Being an “expert” is exciting and a privilege! #NationalLINC #LINC856
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MichaelKitces
MichaelKitces@MichaelKitces·
The 2018 inflation adjustments for estate planning are out. Annual gift exemption up to $15k, estate up to $5.6M. kitc.es/2yLQcCk
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Evelyn Zohlen
Evelyn Zohlen@emzohlen·
@JeanChatzky Best way to manage financial stress? Make a plan, implement, & be patient to get results. So, go see a fin planner! #FPAConf17
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Evelyn Zohlen
Evelyn Zohlen@emzohlen·
@JeanChatzky We adapt to how much money we have & compare ourselves finances to others. Big hurdles for good financial decisions #FPAConf17
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