08/02/24Q2 2024 Market UpdateQ2 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 WashingtonIndependence 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 UpdateQ1 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
03/05/242023 Annual LetterTo 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.Read More
02/08/24100 Years of WisdomThis 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 atRead More
11/07/23Q3 2023 Market UpdateQ3 2023 Update – Rates Matter Some very interesting things are happening under the market surface this quarter. Interest rates are finally having a meaningful impact on asset prices andRead More
08/21/23Q2 2023 Market UpdateQ2 2023 Update – What a difference a year makes! Second Quarter and YTD Market Returns Vanguard Total Stock Market (VTSAX) 17% YTD, Q2 8.41% All Country World Index (ACWI)Read More