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03/05/24

To the Clients of Evergreen Wealth Management, Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of amazing families and individuals.

02/08/24

This article is in honor of Charlie Munger; one of the world’s greatest investors. He was an inspiration to so many and a large influence on our team’s thinking at

11/07/23

Q3 2023 Update – Rates Matter Some very interesting things are happening under the market surface this quarter. Interest rates are finally having a meaningful impact on asset prices and

08/21/23

Q2 2023 Update – What a difference a year makes! Second Quarter and YTD Market Returns Vanguard Total Stock Market (VTSAX) 17% YTD, Q2 8.41% All Country World Index (ACWI)

07/05/23

Writing the Independence Day article for you each year is a true joy for me. What brings me more joy is your feedback expressing how much you enjoy these writings.

05/15/23

Q1 2023 Update – The Fundamentals of Long-Term Investing First Quarter and YTD Market Returns *Data provided by Y-Charts as of 5/9/2023 In Q1, The Wilshire 5000 gained 6.82% and

03/16/23

By now you have probably heard the headlines about Silicon Valley Bank among others being suspended. This past weekend provided a lot of drama in the banking world; bringing back

03/13/23

To the Clients of Evergreen Wealth Management, Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of amazing families and individuals.

12/15/22

Q3 2022 Update – Opportunity Begins On October 14th the Wilshire 5000 index had declined -26.17% from the start of the year while the more tech and growth-heavy Nasdaq had