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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

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

11/07/23

Q3 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 and

08/21/23

Q2 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)

07/05/23

Writing the Independence Day article for you each year is a true joy for me. What brings me more joy is your feedback expressing how much you enjoy these writings.

05/15/23

Q1 2023 Update – The Fundamentals of Long-Term Investing First Quarter and YTD Market Returns *Data provided by Y-Charts as of 5/9/2023 In Q1, The Wilshire 5000 gained 6.82% and

03/16/23

By now you have probably heard the headlines about Silicon Valley Bank among others being suspended. This past weekend provided a lot of drama in the banking world; bringing back