Client Corner

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.

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