Evergreen Wealth Management

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. We asked our research team and internal advisors to hit us with everything they got. Due to the length of the interview, we will break into a 2 part series. It feels like a great way to end the year, to let into the mind of a manager. Enjoy! 1. What is a reasonable return expectation for a balanced, all-stock portfolio over the next 5 years? This is certainly

A big part of what we do is educating people about the financial and investment landscape. Those who are able to speak with a high level of financial knowledge or any other topic typically have the following: Have the time to interact in that topic often Have the knowledge through education or self study Enjoy the topic / have the will power for it I am one of those guys who loves to learn something new. Studying a topic or subject is fun for me. Several occasions in college

Basic Investing Formula Investing has two equally important decisions. Buying and Selling. Since time works to our advantage, buying at a fair price and waiting a long period of time 3-5 years or longer will generally produce very fruitful results. Ultimately, investing is buying a future stream of cash flows at a price today. The harder part is maintaining a clear discipline for buying and selling the future stream at a good price. Our magic formula for all stock purcha