Featured image for “Retirement Income Planning: Building the Foundation”
06/01/26

Retirement Income Planning: Building the Foundation

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
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Featured image for “Thoughts About AI”
10/09/25

Thoughts About AI

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,
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Featured image for “Independence Day – Foreign Entanglements”
07/02/25

Independence Day – Foreign Entanglements

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,
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Featured image for “And Then What…  what is the information we can act on?”
11/04/24

And Then What… what is the information we can act on?

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
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Featured image for “How Do Presidential Elections Impact the Market?”
10/30/24

How Do Presidential Elections Impact the Market?

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
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Featured image for “Independence Day – Principles of George Washington”
07/04/24

Independence Day – Principles of George Washington

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
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Featured image for “Independence Day – The Founding of our Freedom”
07/05/23

Independence Day – The Founding of our Freedom

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.
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Featured image for “Understanding Risk”
06/28/22

Understanding Risk

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
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Featured image for “Inflation is Here – Now What?”
04/15/22

Inflation is Here – Now What?

Inflation is clearly a major problem in our country now. Our current inflation rate is 7.9% compared to 1.81% in 2019. How did we get here a

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