Quarterly Update | 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.

Feb 20, 2018
3 min

Will the Good Times Keep Rolling? A Look Back to 2017

Fourth quarter 2017 added strong gains with the Wilshire 5000 Stock Index growing 5.88% while the Barclays Aggregate Bond Index added a...

Stephen Hanley

Oct 10, 2017
6 min

Q3 2017 Market Update

Q3 Market Update Third quarter continued the years steady march upwards with low volatility and consistent gains. The Wilshire 5000...

Stephen Hanley

Jul 20, 2017
6 min

Q2 2017 Market Update

Good Times Continue Happy summer to everyone! Hard to believe, but we are a mere month away from kids starting to return to school. I...

Stephen Hanley

Mar 29, 2017
6 min

Q1 2017 Market Update

Change of Seasons Happy spring season to everyone! It may not feel like it just yet but the first day of spring was March 20th. All...

Evergreen Wealth Management

Jan 13, 2017
4 min

2016 Market Summary

What a year 2016 turned out to be! From hitting 3 year market lows in February to a powerful rebound and rally to new highs by year-end....

Evergreen Wealth Management

Oct 27, 2016
3 min

Third Quarter Market Update

Q3 Market Update Let me be clear, the economy is not the market! You can have slow economies and wonderful market returns or great...

Understanding Risk

Buying more of something while it’s on sale can be a great benefit to investors long term. We use declines in two primary ways:

Stephen Hanley

May 4
7 min

Q1 2022 Market Udpate

During the first quarter, 2022 the Wilshire 5000 declined -5.89%(Wilshire 5000 return from 12-31-2021 to 3-31-2022). Over the same...

Stephen Hanley

Apr 15
7 min

Inflation is Here – Now What?

Inflation is clearly a major problem in our country now. Our current inflation rate is 7.9% compared to 1.81% in 2019. How did we get here a

Stephen Hanley

Feb 23
10 min

2021 Annual Letter

The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain iss

Stephen Hanley

Oct 28, 2021
5 min

Q3 2021 Market Update

Q3 was a bit of a pause on the yearly growth, but markets again roared back to all-time highs in October. This year has continued solid retu

Independence Day - Slavery & the Original Declaration of Independence

Andrew Nutter

Jul 7, 2021
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.

The Science of Hitting - Circle of Competence

Andrew Nutter

Mar 22, 2021
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

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.

​

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.

Will the Good Times Keep Rolling? A Look Back to 2017

Q3 2017 Market Update

Q2 2017 Market Update

Q1 2017 Market Update

2016 Market Summary

Third Quarter Market Update

Featured Posts

Understanding Risk

Q1 2022 Market Udpate

Inflation is Here – Now What?

2021 Annual Letter

Q3 2021 Market Update

Independence Day - Slavery & the Original Declaration of Independence

The Science of Hitting - Circle of Competence

Back to the Basics

Archive

Topics Discussed

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