Browse All Articles

10/27/16

Let me be clear, the economy is not the market! You can have slow economies and wonderful market returns or great economic times and sub par investment returns. Investments in

09/21/16

Our question of the month from clients is, what will happen if rates increase? Below is a great response from one of our Perrysburg, OH advisor partners, Adam Cufr. We

09/20/16

Investment Risk or Outcome Uncertainty ?? Understanding the difference between risk and uncertainty will be the key determinant to your success as an investor and possibly your success in life!

09/06/16

In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be

08/10/16

Every month we will take a stab at answering some of the “hot button” questions posed by our wonderful clients or find good resources that have answered the questions adequately.

08/10/16

Second quarter continued strong movement upward with the Wilshire 5000 moving forward 2.42% against the continued backdrop of global and interest rate uncertainty. For the year (1-1-2016 to 7-1-2016), the

07/15/16

In a shocking vote early this morning, the British people have voted for their economic sovereignty. As a result, Britain will begin its exit from the European Union, a bloc

06/02/16

What does the election mean for investments? Every month we will take a stab at answering some of the “hot button” questions posed by our wonderful clients or find good

06/01/16

Evergreen Wealth advocates a “bucket approach” for asset management. We utilize 3 main buckets based on your future cash flow needs. Short term (1-5 years), Medium term (5-10 years), Long