Resources

The best celebrations bring people together in fellowship, offer moments of reflection, spark meaningful conversations, and create joyful memories. I hope you enjoy what we should all consider a special day,

Understanding Market Valuation and US Deficit Market update interview with Lead Manager Stephen Hanley. My apologies for the slightly later-than-usual quarterly update. It has been a whirlwind of a year

As of this writing, the S&P 500 has declined by over 20% from its recent highs set on February 19th. In contrast, the U.S. Aggregate Bond Market (AGG) has risen

Financial markets have recently experienced a decline, with the S&P 500 pulling back nearly 7% since February 19th. As mentioned in our annual letter, increased volatility was expected this year.

To the Clients of Evergreen Wealth Management, As we step into 2025, the team at Evergreen Wealth Management reflects on the privilege of guiding the financial futures of over 300

Market update interview with Lead Manager Stephen Hanley.

Investing is a massive field, and it connects to many other areas, such as economics, government, politics, international trade, foreign conflicts, currencies, and people’s behavior. Investors often seek help from

Are you wondering how the presidential election could impact your investments? This has been a common question every investment cycle since we started Evergreen Wealth Management. Our response has been

Strategy and Allocation Overview Reports