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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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Williamston, Michigan & Perrysburg, Ohio


November 7, 2019

Saudi Aramco is in talks about going public. We talk about Saudi Aramcos' business.

September 3, 2019

A couple of weeks ago my family and I went on our annual vacation to my families cabin in Canada. It is by far my favorite place to be, especially in late July and early August. The cabin is on an island 15 miles...

June 25, 2019

One of my favorite topics to research, learn, and talk about is the founding of the United States of America. I have the highest respect for our founding fathers. Collectively, they put together what would become...

March 25, 2019

A client recently asked me how I felt about a top 10 mutual fund list, which shows the top performing mutual funds from a 1, 3, 5 or 10-year periods. I said, “For the most part, they are meaningless.” 

I think the...

June 22, 2018

As a citizen of the United States of America, we celebrate Independence Day to remember the adoption of the Declaration of Independence on July 4th, 1776, which declared the 13 united colonies free from the King...

April 3, 2018

Impact of a Shrinking Population Part 1 - How the Birth Rate affects economic growth

At my families Thanksgiving dinner I was having a conversation about reading old books with my uncle, who recently received from...

November 3, 2017

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:...

August 28, 2017

We created a fictional example on what would happen if someone invested at the market highs in 1980, 1987, 2000 and 2007. Would that investment in the stock market pay off?

July 26, 2017

College costs has increased dramatically in recent years. However, this will not be the case going forward. Education is changing and advancing so fast most people don't even realize it. Get educated on how t...

June 15, 2017

As a citizen of the United States of America, we celebrate Independence Day on July 4th.  We celebrate this holiday to remember the signing of the Declaration of Independence in 1776, which declared the 13 united...

June 9, 2017

What Robo-Advisors Recommend: An Answer on the Efficient Frontier

Within the last 5 years we have seen a new breed of investment advisors that have been gaining traction. They are online investment platforms known...

June 1, 2017

Last month I wrote the article "Will Social Security Survive" (1), which went into detail about our current Socials Security system, the real numbers and many solutions to help Social Security survive. At the end...

April 28, 2017

Will Social Security Survive?

As an Investment Advisor, and for Evergreen as a whole, we have clients who show great concern about receiving their Social Security checks in the future. They have been told Social S...

March 17, 2017

The American workforce has experienced dramatic changes since the American Revolution.  In the later years of the 1800's and early 1900's we experienced the Technological Revolution; driven by the railroad expans...

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