Client Corner

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.

04/08/17

THE BIPARTISAN BUDGET ACT OF 2015 SUSPENDED THE FEDERAL GOVERNMENT’S STATUTORY DEBT LIMIT — COMMONLY CALLED THE DEBT CEILING — THROUGH MARCH 15, 2017. THAT DEADLINE CAME AND WENT WITH

03/17/17

The American workforce has experienced dramatic changes since the American Revolution. In the later years of the 1800’s and early 1900’s we experienced the Technological Revolution; driven by the railroad

02/14/17

A 2015 study found that almost 40 million Americans — about one out of six adults — had provided unpaid care to another adult during the previous 12 months. About

02/14/17

Below is a great article by one of our Perrysburg, OH advisory partner, Adam Cufr. He explains how statistics can be misleading, and how that is true of nursing homes

01/18/17

On December 14, the Federal Open Market Committee (FOMC) voted unanimously to raise the federal funds rate by 0.25% — to a range of 0.50% to 0.75%. This was the

12/28/16

Through many years of experience working with clients and advisors alike, it has become clear to me that many struggle with the fundamental concepts of investing. Investing is simply buying