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Fed Raises Rates Again

The Federal Reserve raised rates another quarter percentage point on Wednesday, June 14th. Without fail, many news outlets and media have started the conversation around monetary policy (The Federal Reserve)

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Independence Day – What does freedom mean?

As a citizen of the United States of America, we celebrate Independence Day on July 4th. We celebrate this holiday to remember the signing of the Declaration of Independence in

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What Robo-Advisors Recommend: An Answer on the Efficient Frontier

What Robo-Advisors Recommend: An Answer on the Efficient Frontier Within the last 5 years we have seen a new breed of investment advisors that have been gaining traction. They are

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Lessons from my Career

There are certain investing fundamentals that will never go away and no matter the environment we find ourselves, these fundamentals will always shine through. It has been a bit of

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Alternative Solutions for Social Security

Last month I wrote the article “Will Social Security Survive” (1), which went into detail about our current Socials Security system, the real numbers and many solutions to help Social

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Proof and Belief: Money and Markets

Evergreen Wealth Management has other advisors that we share a mutual relationship with. One of which is Adam Cufr from Fourth Dimension Financial Group, LLC. We enjoy his commentary and

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Too Big to Fail?

“Too Big to Fail” was a term we heard countless times in the aftermath of the 2008 market collapse. But what does it really mean and what lessons should we

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Should you Trade Your Pension for a Lump Sum?

Is it Wise to Trade Your Pension for a Lump Sum? Most employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such

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Will Social Security Survive

Will Social Security Survive? As an Investment Advisor, and for Evergreen as a whole, we have clients who show great concern about receiving their Social Security checks in the future.