
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
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03/16/23
Market Update Alert
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
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03/13/23
2022 Annual Letter
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.
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12/15/22
Q3 2022 Market Update
Q3 2022 Update – Opportunity Begins On October 14th the Wilshire 5000 index had declined -26.17% from the start of the year while the more tech and growth-heavy Nasdaq had
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08/18/22
Q2 2022 Market Update
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…
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06/28/22
Understanding Risk
As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. Buying more of something while it’s on sale can be
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05/04/22
Q1 2022 Market Update #3
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…
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05/04/22
Q1 2022 Market Update
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…
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04/15/22
Inflation is Here – Now What?
Inflation is clearly a major problem in our country now. Our current inflation rate is 7.9% compared to 1.81% in 2019. How did we get here a
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