Information to help you live a life of financial self-reliance. 

Education and understanding is key to any successful financial future. Evergreen provides a wide range of topics and discussions to help you meet your financial goals. 

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 resources that have answered the questions adequately. One of the big questions facing us today are the uncertainty of the upcoming elections. Below is a nice summary from a Kiplinger finance article that addresses the question well. How the Presidential Election Will Affect the Stock Market Kiplinger, By Anne Kates Smith, February 2016 The presidential cycle. The stock market has, for the most part, ebbed and flowed with the four-year election cycle for the past 182 years. Wars, bear markets and recessions tend to start in

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 term (10+ years) cash flow needs, plus we advocate a 3-6 month + cash savings account for needs under 1 year. We manage the short-term needs using cash and core bonds. We manage the medium term using strategic bonds and the long term using stocks (dividend, growth and inflationary). This portfolio management approach has proven to be very effective over many years and should allow a peace of mind around having cash available when you need it most without selling assets at depressed prices to meet need

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