Manager Interview | Evergreen Wealth Management

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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.

Dec 21, 2017
5 min

Manager Interview - Part 2

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. Last month we published...

Stephen Hanley

Nov 6, 2017
6 min

Manager Interview - Part 1

We decided to put together a series of the hard-hitting questions that investment managers are being asked today. We asked our research...

Q2 2021 Market Update

In Q2 2021 the Wilshire 5000 Total Return index gained 8.05%, the All-Country World Index gained 7.11%, and the Barclays Aggregate Bond...

Stephen Hanley

Jul 30
8 min

Etsy (ETSY) Scratch Notes

Etsy is the global marketplace for unique and creative goods. We connect millions of buyers and sellers from nearly every country around...

Independence Day - Slavery & the Original Declaration of Independence

Andrew Nutter

Jul 7
18 min

Independence Day - Slavery & the Original Declaration of Independence

Thomas Jefferson wrote language into the original Declaration of Independence that had to be taken out in order to receive a unanimous vote.

Stephen Hanley

May 6
6 min

Q1 2021 Market Update

The past 5 years have offered tremendous returns in the stock market while also maintaining inflation-like returns in the general bond marke

The Science of Hitting - Circle of Competence

Andrew Nutter

Mar 22
6 min

The Science of Hitting - Circle of Competence

We recently witnessed Tom Brady win his 7th super bowl, furthering the notion that he is the greatest of all time (GOAT) of the NFL. The...

Stephen Hanley

Feb 3
13 min

2020 Annual Letter

I’m happy to share with you that, like our clients, our business had a very good year in spite of the many challenging headlines.

Stephen Hanley

Aug 12, 2020
7 min

Q2 2020 Market Update

Quarterly Market Recap · Election Fears · Market Fragmentation · Top Client Questions and Answers The second quarter saw a large rebou

Andrew Nutter

Jun 27, 2020
9 min

Independence Day - Divine Preservation

Independence Day is approaching us, which means I get to share stories about our founding fathers that I believe most Americans have...

Stephen Hanley

Apr 7, 2020
4 min

Cares Act - What you Should Know

I hope this update finds you and your family healthy and taking advantage of the extra family time provided by this historical period we...

Stephen Hanley

Apr 1, 2020
2 min

Back to the Basics

Back to the Basics – Principles of Financial Success When in the midst of any “crisis” it is very important to remember the basics. Over...

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Information to help you live a life of financial self-reliance.

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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.

Manager Interview - Part 2

Manager Interview - Part 1

Featured Posts

Q2 2021 Market Update

Etsy (ETSY) Scratch Notes

Independence Day - Slavery & the Original Declaration of Independence

Q1 2021 Market Update

The Science of Hitting - Circle of Competence

2020 Annual Letter

Q2 2020 Market Update

Independence Day - Divine Preservation

Cares Act - What you Should Know

Back to the Basics

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