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05/15/23

Q1 2023 Market Update

Q1 2023 Update – The Fundamentals of Long-Term Investing First Quarter and YTD Market Returns *Data provided by Y-Charts as of 5/9/2023 In Q1, The Wilshire 5000 gained 6.82% and
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03/16/23

Market Update Alert

By now you have probably heard the headlines about Silicon Valley Bank among others being suspended. This past weekend provided a lot of drama in the banking world; bringing back
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03/13/23

2022 Annual Letter

To the Clients of Evergreen Wealth Management, Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of amazing families and individuals.
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12/15/22

Q3 2022 Market Update

Q3 2022 Update – Opportunity Begins On October 14th the Wilshire 5000 index had declined -26.17% from the start of the year while the more tech and growth-heavy Nasdaq had
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08/18/22

Q2 2022 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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05/04/22

Q1 2022 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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05/04/22

Q1 2022 Market Update #3

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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02/23/22

2021 Annual Letter

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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10/28/21

Q3 2021 Market Update

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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