Evergreen Wealth Management

Our question of the month from clients is, what will happen if rates increase? Below is a great response from one of our Perrysburg, OH advisor partners, Adam Cufr. We hope this helps explain the basics around rate fluctuation and welcome you to give us a call if you have any specific questions or concerns for your account. We are actively managing the ever changing interest rate environment and the long term opportunities. A perfect summer day as a kid may have included th

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! Ever stop to think about your emotions to risk? How you truly define risk? Do you view as possibility of failure or possibility of uncertainty? If you view risk as uncertainty or the possibility of uncertainty, I would like to challenge your thought process for a moment. Contrary t

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 large enough to provide a comfortable retirement — with some left over to leave a legacy for your heirs. Unfortunately, this is not a perfect world, and events can take you by surprise. Only four out of 10 current retirees said they retired when they had planned; half retired earlie