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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.

Jun 1, 2017
7 min

Alternative Solutions for Social Security

Last month I wrote the article "Will Social Security Survive" (1), which went into detail about our current Socials Security system, the...

Andrew Nutter

Apr 28, 2017
7 min

Will Social Security Survive

Will Social Security Survive? As an Investment Advisor, and for Evergreen as a whole, we have clients who show great concern about...

Will Social Security Exist When I Need It?

Stephen Hanley

Aug 10, 2016
3 min

Will Social Security Exist When I Need It?

Every month we will take a stab at answering some of the “hot button” questions posed by our wonderful clients or find good resources...

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

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.

Alternative Solutions for Social Security

Will Social Security Survive

Will Social Security Exist When I Need It?

Featured Posts

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

Q2 2020 Market Update

Independence Day - Divine Preservation

Cares Act - What you Should Know

Back to the Basics

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