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06/15/17

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

06/09/17

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

06/08/17

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

06/01/17

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

05/29/17

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

05/23/17

“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

04/28/17

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

04/27/17

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.

04/08/17

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 WITH