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11/04/24

Investing is a massive field, and it connects to many other areas, such as economics, government, politics, international trade, foreign conflicts, currencies, and people’s behavior. Investors often seek help from

10/30/24

Are you wondering how the presidential election could impact your investments? This has been a common question every investment cycle since we started Evergreen Wealth Management. Our response has been

08/02/24

Q2 2024 Market Update The second half of 2024 is underway with the equity markets continuing their upward trajectory in the second quarter. Year-to-date, the All-Country World Index (ACWI) is

07/04/24

Independence Day is one of my favorite holidays. The best holidays bring fellowship, remembrance, teachable moments, joyful events, and spiritual significance. I hope you enjoy this holiday and another Independence

05/21/24

Q1 2024 Market Update Markets moved nicely higher in the first quarter, powered by some rate-cut optimism alongside positive earnings growth. As of 3/31/2024, the All-Country World Index (ACWI) had moved forward by 8.21%* and the Aggregate

05/14/24

To the clients of Evergreen Wealth Management

05/14/24

To the clients of Evergreen Wealth Management

03/05/24

To the Clients of Evergreen Wealth Management, Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of amazing families and individuals.

02/08/24

This article is in honor of Charlie Munger; one of the world’s greatest investors. He was an inspiration to so many and a large influence on our team’s thinking at