Featured image for “Is now the right time to Invest in the Stock Market?”
08/28/17

Is now the right time to Invest in the Stock Market?

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
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07/21/17

Harvesting Dividend Income

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
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Featured image for “What Robo-Advisors Recommend: An Answer on the Efficient Frontier”
06/09/17

What Robo-Advisors Recommend: An Answer on the Efficient Frontier

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
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06/08/17

Lessons from my Career

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
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12/28/16

Fundamental Investing

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
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Featured image for “What is Your True Risk?”
09/20/16

What 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!
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Featured image for “Preparing to Retire in a Down Market”
09/06/16

Preparing to Retire in a Down Market

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
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Featured image for “What does the Election mean for Investments?”
06/02/16

What does the Election mean for Investments?

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
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Featured image for “The Bucket Approach to Investing”
06/01/16

The Bucket Approach to Investing

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
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