investing

08/28/17

Is now the right time to Invest in the Stock Market? Meet my good friend Barren Wuffet. (Yes this is a fictional story, and yes I did switch the letters

07/21/17

Harvesting Consistent Yields from Dividend Stocks Over the last 50 years, dividends have provided nearly half of the stock market’s returns on investment (ROI). The performance of the S&P 500

06/09/17

What Robo-Advisors Recommend: An Answer on the Efficient Frontier Within the last 5 years we have seen a new breed of investment advisors that have been gaining traction. They are

06/08/17

There are certain investing fundamentals that will never go away and no matter the environment we find ourselves, these fundamentals will always shine through. It has been a bit of

12/28/16

Through many years of experience working with clients and advisors alike, it has become clear to me that many struggle with the fundamental concepts of investing. Investing is simply buying

09/20/16

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!

09/06/16

In an ideal world, your retirement would be timed perfectly. You would be ready to leave the workforce, your debt would be paid off, and your nest egg would be

06/02/16

What does the election mean for investments? Every month we will take a stab at answering some of the “hot button” questions posed by our wonderful clients or find good

06/01/16

Evergreen 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), Long