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2021 Annual Letter

In Market Updates by Evergreen Wealth Management

The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain iss

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Q3 2021 Market Update

In Market Updates by Evergreen Wealth Management

Q3 was a bit of a pause on the yearly growth, but markets again roared back to all-time highs in October. This year has continued solid retu

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Q2 2021 Market Update

In Market Updates by Evergreen Wealth Management

In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond…

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2020 Annual Letter

In Market Updates by Evergreen Wealth Management

I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.

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Q3 2020 Market Update

In Market Updates by Evergreen Wealth Management

Quarterly Market Recap The third quarter continued this year’s rebound with the Wilshire 5000 index gaining 9.01% from the timeframe of…

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Q2 2020 Market Update

In Market Updates by Evergreen Wealth Management

Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers

The second quarter saw a large rebou