Browse All Articles

11/19/25

Economic & Market Overview Equity and fixed-income markets have delivered a strong performance year-to-date. As of November 4, 2025, the S&P 500 is up 15.6%, the Dow Jones Industrial Average

10/09/25

With the “Magnificent Seven” (Nvidia, Microsoft, Apple, Amazon, Meta, Google, and Tesla) now making up roughly 35% of the S&P 500, a few new considerations have entered our thinking. Historically,

08/19/25

Economic & Market Overview Equity and Fixed Income Markets have rebounded to a strong level YTD with the S&P 500 increasing 9.62% YTD and the Aggregate Bond Market jumping 4.91%.

07/02/25

The best celebrations bring people together in fellowship, offer moments of reflection, spark meaningful conversations, and create joyful memories. I hope you enjoy what we should all consider a special day,

05/28/25

Understanding Market Valuation and US Deficit Market update interview with Lead Manager Stephen Hanley. My apologies for the slightly later-than-usual quarterly update. It has been a whirlwind of a year

04/11/25

As of this writing, the S&P 500 has declined by over 20% from its recent highs set on February 19th. In contrast, the U.S. Aggregate Bond Market (AGG) has risen

03/12/25

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.

02/14/25

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 300

01/08/25

Market update interview with Lead Manager Stephen Hanley.