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07/01/26

What an honor it is to write this year’s Independence Day article, which is America’s 250th Anniversary. These articles are a joy to write, and I am grateful for all

06/01/26

There is a moment in nearly every client relationship when the conversation shifts, quietly but profoundly, from building wealth to using it. The question changes from ‘How do I grow

04/24/26

Q1 2026 was a quarter defined by three primary forces arriving at once: a geopolitical shock in the Middle East, continued momentum in corporate earnings, and a market wrestling with

03/09/26

To the Clients of Evergreen Wealth Management, As we step into 2026, the team at Evergreen Wealth Management reflects on the privilege of guiding the financial futures of over 350

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