09/06/16
Preparing to Retire in a Down Market
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
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08/10/16
Will Social Security Exist When I Need It?
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.
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08/10/16
Second Quarter Market Update
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
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07/15/16
The British are Leaving!
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
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06/02/16
What does the Election mean for Investments?
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
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06/01/16
The Bucket Approach to Investing
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
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