Resources
08/28/24
Due Diligence Packet 2024
Strategy and Allocation Overview Reports
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08/09/24
Evergreen International Strategy Review
Join Steve and Andrew as they discuss Evergreen’s International Strategy
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08/02/24
Q2 2024 Market Update
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
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07/12/24
EWM Thinking – A Look Back at NVDA
A look into management’s thinking around semi-conductors and specific selection of AVGO and not selecting NVDA in 2022 and what we are thinking now.
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07/04/24
Independence Day – Principles of George Washington
Independence Day is one of my favorite holidays. The best holidays bring fellowship, remembrance, teachable moments, joyful events, and spiritual significance. I hope you enjoy this holiday and another Independence
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05/21/24
Q1 2024 Market Update
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
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05/15/24
Market Update
One line here.
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05/15/24
BUR Introduction
One line here.
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05/14/24
Annual Letter 2023
To the clients of Evergreen Wealth Management
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