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David R. Evanson

I’ve worked with and helped companies from just about every perch in the communications business: writer, agency head, freelance journalist, publicist, author, copywriter, consultant, reporter, account executive, communications manager and editor. I get hired for my specialized expertise and experience, which at 40 years and counting, has enabled me to offer advice to clients, that for many, has proven invaluable. Probably the best part of my job is working with business owners, executives and entrepreneurs. Along the way I’ve met a gallery of heros, fools, visionaries and rogues. But they’ve all taught me something, and with each new assignment, I try to pay it forward.

David R. Evanson
In Insights

Account Aggregation Software

Is software that lets investors, and their advisors see all of thier accounts, no matter where they might be custodied a good thing or a bad thing. It's probably a good thing for everyone, and may just turn wealth management services on their ear someday.
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David R. Evanson
In Insights

Hidden Assets

The key to generating real wealth for wealth managers may lie in their client's IRAs. By setting these accounts up properly, and ensuring tax deferral across two generations, millions and millions can be accumulated.
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David R. Evanson
In Insights

And A Rate Hike Means . . .

With the December 4 jobs report delivering higher than expected job growth, a fed funds hike now seems all but certain Nobody agrees on whether hike is good or bad news and brings to mind Newton’s third law of motion:  for every action there is an opposite and equal reaction.…
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David R. Evanson
In Insights

Ending The Great Investing Debate in 250 Words

There are some debates in finance that never go away.  Does increasing tax rates increase or decrease tax revenue?  Is stimulus good or bad for the economy? Then there’s this one:  does an active or passive investment strategy result in a better performance. Personally, I feel the passive strategy advocates…
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