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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. 

The Beauty of Investing

The Beauty of Investing I am constantly amazed at the vast array of opinions and approaches to investing. Seems like every year something ”new” is created that will change the investing world. Yet, after 2 huge down turns, rebounds and sideways markets - experience has proven nothing new can really ever exist. Investing will always be valuing a future stream of cash flows. Inspired by Warren Buffet’s Crazy Farmer Analogy Imagine for a second you own a farm and every year the farm produces enough for your family to eat, enough to sell for spending and even enough to store away for emergencies. You know the land and weather patterns well, so you remain confident in the ability to produce t

Q3 2017 Market Update

Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000 Stock Index added 4.44% while the Barclays Aggregate Bond Index added a steady 0.74%. This moves stock returns over 12% for the year and the aggregate bond market over 3%. *(Source Folio Institutional Custodial Reporting) Accounts have moved forward nicely, in line and exceeding long term planning objectives. We remain pleasantly surprised about performance and market returns year to date. When the year began we held an expectation of volatility returning to markets during the second half of 2017, with the highest probability of a temporary disruption to happ

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 portfolio mix. The pitch goes something like this: Reduce risk without reducing return or reduce risk and only slightly reduce return. Yes, I grossly oversimplified but bear with me for a second. Lets start by clearly defining what an alternative investment is. If you Google alternative investments you will find they are defined as any investment that is not a stock, bond or cash. This generally leaves us with private equity, hedge funds, managed futures, real estate, commodities, and derivative contracts. However, most of the marketing I receive broa

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 believe one’s level of contentment will greatly influence financial decision-making long-term. But what is contentment? On one hand, you have people with no material desires, who perhaps accept poverty or a possession-free life as normal. They focus daily on basic needs such as food and shelter. On the other end of the spectrum are the ultra wealthy, people who have accumulated fortunes, including homes and toys beyond most people’s comprehension. They could never spend all the money they have amassed. Does understanding either of these polar extremes

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"The most important quality for an investor is temperament, not intellect. You need a temperament that neither derives great pleasure from being with the crowd or against the crowd." - Warren Buffet

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