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November 7, 2019

Saudi Aramco is in talks about going public. We talk about Saudi Aramcos' business.

October 6, 2017

Lets Get Real on Alternative Investments

Not a day goes by where I do not receive some marketing pitch about adding alternatives into my portfolio mix.  The pitch goes something like this:  Reduce risk...

October 5, 2017


One of my greatest challenges in life is contentment.  I have a strong hunch that I am not alone in this ongoing battle.   We believe one’s level of contentment will greatly influence finan...

September 5, 2017

Why do successful Advisors remain balanced and invested if we think a recession may happen?  

With all our knowledge, shouldn’t we be able to move out and sit in cash or bonds and wait for a better ent...

July 27, 2017

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 daily. 

We are in the business of Caring

In fact, all business...

June 15, 2017

The Federal Reserve raised rates another quarter percentage point on Wednesday, June 14th.  Without fail, many news outlets and media have started the conversation around monetary policy (The Federal...

June 1, 2017

Last month I wrote the article "Will Social Security Survive" (1), which went into detail about our current Socials Security system, the real numbers and many solutions to help Social Security survive...

April 28, 2017

Will Social Security Survive?

As an Investment Advisor, and for Evergreen as a whole, we have clients who show great concern about receiving their Social Security checks in the future. They have been t...

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Q2 2020 Market Update

August 12, 2020

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