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08/18/22

Q2 2022 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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05/04/22

Q1 2022 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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05/04/22

Q1 2022 Market Update #3

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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03/10/20

The Market: What’s Old Is New Again

Wow! What a wild ride the markets have experienced the last few weeks. A jolt like this is startling when markets decide to drop so quickly, but if we choose
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10/31/19

Q3 2019 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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07/31/19

Q2 2019 Market Update

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same…

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05/10/19

Q1 2019 Market Update & Vision Recap

Wow! What a run the market has been on recently. As of today (4/26/19), the Wilshire 5000 has increased +17.17% for the year, completing a rebound from the 4th quarter
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03/07/19

Evergreen Annual Letter – 2018

2018 Year End Review and Forward Outlook After all the ups and downs of 2018, the US Stock market, as represented by the Wilshire 5000 index, ended the year down
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11/19/18

Q3 2018 Market Update

Let me apologize for the delay in this quarterly update. With the elections, interest rate and trade announcements that were coming, I decided to drag my feet and release a
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