Client Corner

07/01/26

What an honor it is to write this year’s Independence Day article, which is America’s 250th Anniversary. These articles are a joy to write, and I am grateful for all

06/01/26

There is a moment in nearly every client relationship when the conversation shifts, quietly but profoundly, from building wealth to using it. The question changes from ‘How do I grow

10/09/25

With the “Magnificent Seven” (Nvidia, Microsoft, Apple, Amazon, Meta, Google, and Tesla) now making up roughly 35% of the S&P 500, a few new considerations have entered our thinking. Historically,

07/02/25

The best celebrations bring people together in fellowship, offer moments of reflection, spark meaningful conversations, and create joyful memories. I hope you enjoy what we should all consider a special day,

11/04/24

Investing is a massive field, and it connects to many other areas, such as economics, government, politics, international trade, foreign conflicts, currencies, and people’s behavior. Investors often seek help from

10/30/24

Are you wondering how the presidential election could impact your investments? This has been a common question every investment cycle since we started Evergreen Wealth Management. Our response has been

07/04/24

Independence Day is one of my favorite holidays. The best holidays bring fellowship, remembrance, teachable moments, joyful events, and spiritual significance. I hope you enjoy this holiday and another Independence

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.

06/28/22

As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. Buying more of something while it’s on sale can be