Market Updates

10/09/25

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,

08/19/25

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%.

05/28/25

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 year

04/11/25

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 risen

03/12/25

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.

02/14/25

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 300

01/08/25

Market update interview with Lead Manager Stephen Hanley.

08/02/24

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) is

05/21/24

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 Aggregate