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Fishing & Investing

In Client Corner by Evergreen Wealth Management

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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Real Risk 101

In Client Corner by Evergreen Wealth Management

‘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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The Uses and Goals of Money

In Client Corner by Evergreen Wealth Management

Earlier this year, we started working with a new outside strategic advisor, Josh Rochon. Josh works as an Advisor for Fourth Dimension Financial in Perrysburg, OH and utilizes Evergreen Wealth …

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How Do You Measure Success

In Client Corner by Evergreen Wealth Management

One of the key questions we ask clients before investing is, “how will you measure success”? The answer to this question helps create a powerful decision-making map and review process …