05/23/17Too 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 weRead More
04/28/17Should 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 suchRead More
04/27/17Will 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.Read More
04/08/17Debt Ceiling – Stop Sign for Federal Borrowing THE BIPARTISAN BUDGET ACT OF 2015 SUSPENDED THE FEDERAL GOVERNMENT’S STATUTORY DEBT LIMIT — COMMONLY CALLED THE DEBT CEILING — THROUGH MARCH 15, 2017. THAT DEADLINE CAME AND WENT WITHRead More
03/29/17Q1 2017 Market Update Happy spring season to everyone! It may not feel like it just yet but the first day of spring was March 20th. All winter my kids seem to build energyRead More
03/17/17Automating the American Workforce The American workforce has experienced dramatic changes since the American Revolution. In the later years of the 1800’s and early 1900’s we experienced the Technological Revolution; driven by the railroadRead More
02/14/17The Cost of Caregiving A 2015 study found that almost 40 million Americans — about one out of six adults — had provided unpaid care to another adult during the previous 12 months. AboutRead More
02/14/17How Statistics Can Lead us to a Faulty Conclusion Below is a great article by one of our Perrysburg, OH advisory partner, Adam Cufr. He explains how statistics can be misleading, and how that is true of nursing homesRead More
01/18/17Fed Takes Steps Toward Rising Rates On December 14, the Federal Open Market Committee (FOMC) voted unanimously to raise the federal funds rate by 0.25% — to a range of 0.50% to 0.75%. This was theRead More