03/12/25Volatility Has Arrived Financial markets have recently experienced a decline, with the S&P 500 pulling back nearly 7% since February 19th. As mentioned in our annual letter, increased volatility was expected this year.Read More
02/14/25Guiding Your Financial Future: Evergreen Wealth Management’s 2024 Recap and 2025 Vision To the Clients of Evergreen Wealth Management, As we step into 2025, the team at Evergreen Wealth Management reflects on the privilege of guiding the financial futures of over 300Read More
11/04/24And Then What… what is the information we can act on? 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 fromRead More
10/30/24How Do Presidential Elections Impact the Market? 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 beenRead More
08/02/24Q2 2024 Market Update 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) isRead More
07/04/24Independence Day – Principles of George Washington 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 IndependenceRead More
05/21/24Q1 2024 Market Update 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 AggregateRead More