2020 Annual Letter
I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.
Largest Company in the World Going Public
Saudi Aramco is in talks about going public. We talk about Saudi Aramcos' business.
Lets Get Real on Alternative Investments
Lets Get Real on Alternative Investments Not a day goes by where I do not receive some marketing pitch about adding alternatives into my...
What is Contentment
Contentment One of my greatest challenges in life is contentment. I have a strong hunch that I am not alone in this ongoing battle. We...
When will it End? - Advisor Focused
Why do successful Advisors remain balanced and invested if we think a recession may happen? With all our knowledge, shouldn’t we be able...
Take Time to Care
In our business it is easy to overlook one of our fundamental values to clients and our team. I do it quite often and need reminded...
Fed Raises Rates Again
The Federal Reserve raised rates another quarter percentage point on Wednesday, June 14th. Without fail, many news outlets and media...
Alternative Solutions for Social Security
Last month I wrote the article "Will Social Security Survive" (1), which went into detail about our current Socials Security system, the...
Will Social Security Survive
Will Social Security Survive? As an Investment Advisor, and for Evergreen as a whole, we have clients who show great concern about...
