10/09/25Thoughts 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,Read More
08/19/25Q2 and YTD 2025 Market Update: The Stagflation Dilemma Economic & Market Overview Equity and Fixed Income Markets have rebounded to a strong level YTD with the S&P 500 increasing 9.62% YTD and the Aggregate Bond Market jumping 4.91%.Read More
05/28/25Q1 and YTD 2025 Market Update Understanding Market Valuation and US Deficit Market update interview with Lead Manager Stephen Hanley. My apologies for the slightly later-than-usual quarterly update. It has been a whirlwind of a yearRead More
04/11/25Understanding Market Turbulence: Navigating Through Recession Risks As of this writing, the S&P 500 has declined by over 20% from its recent highs set on February 19th. In contrast, the U.S. Aggregate Bond Market (AGG) has risenRead More
03/12/25Volatility Has Arrived Financial markets have recently experienced a decline, with the S&P 500 pulling back nearly 7% since February 19th. As mentioned in our annual letter, increased volatility was expected this year.Read More
02/14/25Guiding Your Financial Future: Evergreen Wealth Management’s 2024 Recap and 2025 Vision To the Clients of Evergreen Wealth Management, As we step into 2025, the team at Evergreen Wealth Management reflects on the privilege of guiding the financial futures of over 300Read More
08/02/24Q2 2024 Market Update Q2 2024 Market Update The second half of 2024 is underway with the equity markets continuing their upward trajectory in the second quarter. Year-to-date, the All-Country World Index (ACWI) isRead More
05/21/24Q1 2024 Market Update Q1 2024 Market Update Markets moved nicely higher in the first quarter, powered by some rate-cut optimism alongside positive earnings growth. As of 3/31/2024, the All-Country World Index (ACWI) had moved forward by 8.21%* and the AggregateRead More