Featured image for “Evergreen Annual Letter – 2019”
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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Featured image for “Q3 2019 Market Update”
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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Featured image for “Real Risk 101”
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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Featured image for “Q2 2019 Market Update”
07/31/19

Q2 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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Featured image for “Independence Day – Founding Frenemies”
06/25/19

Independence Day – Founding Frenemies

One of my favorite topics to research, learn, and talk about is the founding of the United States of America. I have the highest respect for our founding fathers. Collectively,
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Featured image for “Trade War – A Game of Chicken”
05/28/19

Trade War – A Game of Chicken

Trade War – A Game of Chicken In a car game of chicken, only 2 possible outcomes exist. Either someone gives up and swerves away in time to avoid the
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Featured image for “Q1 2019 Market Update & Vision Recap”
05/10/19

Q1 2019 Market Update & Vision Recap

Wow! What a run the market has been on recently. As of today (4/26/19), the Wilshire 5000 has increased +17.17% for the year, completing a rebound from the 4th quarter
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