Client Corner

10/05/17

Contentment One of my greatest challenges in life is contentment. I have a strong hunch that I am not alone in this ongoing battle. We believe one’s level of contentment

09/15/17

I love my home and I often hate my house. I love driving my car and I often hate the car itself. It seems that the ‘stuff’ that surrounds us

08/28/17

Is now the right time to Invest in the Stock Market? Meet my good friend Barren Wuffet. (Yes this is a fictional story, and yes I did switch the letters

07/26/17

Receiving a degree and gaining higher level education after high school seems to be getting more expensive. Based on 2016 dollars, the College Board illustrates the average costs of a

06/15/17

As a citizen of the United States of America, we celebrate Independence Day on July 4th. We celebrate this holiday to remember the signing of the Declaration of Independence in

06/09/17

What Robo-Advisors Recommend: An Answer on the Efficient Frontier Within the last 5 years we have seen a new breed of investment advisors that have been gaining traction. They are

05/29/17

Evergreen Wealth Management has other advisors that we share a mutual relationship with. One of which is Adam Cufr from Fourth Dimension Financial Group, LLC. We enjoy his commentary and

04/28/17

Is it Wise to Trade Your Pension for a Lump Sum? Most employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such

04/27/17

Will Social Security Survive? As an Investment Advisor, and for Evergreen as a whole, we have clients who show great concern about receiving their Social Security checks in the future.