01/13/172016 Market SummaryWhat a year 2016 turned out to be! From hitting 3 year market lows in February to a powerful rebound and rally to new highs by year-end. The market remindedRead More
12/08/16What an Upset – Market UpdateWhat a month November turned out to be. I watched in disbelief as the numbers piled up. The momentum seemed to flow back and forth as tension mounted. Excitement, anxietyRead More
10/27/16Rate Hikes Should HappenDeeper Dive into the Federal Reserve and Rate Hikes Watching my kids ride a bike for the first time now ranks among my proudest moments as a dad. There wasRead More
10/27/16Third Quarter Market UpdateLet me be clear, the economy is not the market! You can have slow economies and wonderful market returns or great economic times and sub par investment returns. Investments inRead More
09/20/16What is Your True Risk?Investment Risk or Outcome Uncertainty ?? Understanding the difference between risk and uncertainty will be the key determinant to your success as an investor and possibly your success in life!Read More
08/10/16Second Quarter Market UpdateSecond quarter continued strong movement upward with the Wilshire 5000 moving forward 2.42% against the continued backdrop of global and interest rate uncertainty. For the year (1-1-2016 to 7-1-2016), theRead More
07/15/16The British are Leaving!In a shocking vote early this morning, the British people have voted for their economic sovereignty. As a result, Britain will begin its exit from the European Union, a blocRead More
06/01/16The Bucket Approach to InvestingEvergreen Wealth advocates a “bucket approach” for asset management. We utilize 3 main buckets based on your future cash flow needs. Short term (1-5 years), Medium term (5-10 years), LongRead More