02/03/21
2020 Annual Letter
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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11/06/20
Q3 2020 Market Update
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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08/12/20
Q2 2020 Market Update
Quarterly Market Recap
· Election Fears
· Market Fragmentation
· Top Client Questions and Answers
The second quarter saw a large rebou
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05/07/20
Q1 2020 Market Update
Q1 2020 Highlights · Never bet against America · Quarterly Market Recap · Top Client Questions and Answers Thoughts on the United States…
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04/07/20
Cares Act – What you Should Know
I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we…
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03/18/20
Which Dominos Have Fallen?
“Only buy something that you’d be perfectly happy to hold if the market shut down for 10 years” – Warren Buffet In the prior two market…
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03/10/20
The Market: What’s Old Is New Again
Wow! What a wild ride the markets have experienced the last few weeks. A jolt like this is startling when markets decide to drop so quickly, but if we choose
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02/26/20
Virus in the Markets
Unless you live under a rock, you have certainly read or heard about the terrible Corona virus afflicting China and spreading to other areas of the world. As of today,
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02/05/20
Evergreen Annual Letter – 2019
2019 Year-End Review and 2020 Forward Outlook What a great year for the markets! The US Stock market, as represented by the Wilshire 5000 price index, ended the year up
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