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. 

Q2 2019 Market Update

Highlights Strong market price growth in both stocks and bonds Reversal of Fed stance on interest rates causing rate declines and a market rally Continued trade tension between China and the US Weakening economic backdrop from trade tariffs Overly controlling FED could lead to problems down the road The second quarter continued this year's steady climb. The Wilshire 5000 Stock Index added 3.42% while the Barclays Aggregate Bond Index added 3.00%. This moves stock returns over 15% for the year and the aggregate bond market over 6%. *(Source Folio Institutional Custodial Reporting) Accounts have moved forward nicely, in line and exceeding long term planning objectives. We remain pleasantly s

Featured Posts
Topics Discussed

INVEST with Evergreen

 (517) 655-2118
  • Facebook-Evergreen Wealth Management
Who We Serve
Employer Benefit Plans

"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

Copyright © Evergreen Wealth Management, LLC. All rights reserved.

Williamston, Michigan & Perrysburg, Ohio