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Understanding Risk

In Client Corner by Evergreen Wealth Management

As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. Buying more of something while it’s on sale can be …

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2021 Annual Letter

In Market Updates by Evergreen Wealth Management

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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Q3 2021 Market Update

In Market Updates by Evergreen Wealth Management

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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Q2 2021 Market Update

In Market Updates by Evergreen Wealth Management

In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond…