04/01/20
Back to the Basics
Back to the Basics – Principles of Financial Success When in the midst of any “crisis” it is very important to remember the basics. Over…
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03/18/20
Which Dominos Have Fallen?
“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet In the prior two market…
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03/10/20
The Market: What’s Old Is New Again
Wow! What a wild ride the markets have experienced the last few weeks. A jolt like this is startling when markets decide to drop so quickly, but if we choose
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02/26/20
Virus in the Markets
Unless you live under a rock, you have certainly read or heard about the terrible Corona virus afflicting China and spreading to other areas of the world. As of today,
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02/05/20
Evergreen Annual Letter – 2019
2019 Year-End Review and 2020 Forward Outlook What a great year for the markets! The US Stock market, as represented by the Wilshire 5000 price index, ended the year up
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11/07/19
Largest Company in the World Going Public
Can you think of who is the largest company in the world? Most investors have a general understanding of who they are. As of this writing, the most valuable companies
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10/31/19
Q3 2019 Market Update
During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…
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09/03/19
Fishing & Investing
A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially
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08/15/19
Real Risk 101
‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to your planning needs If you invest money for
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