Featured image for “2023 Annual Letter”
03/05/24

2023 Annual Letter

To the Clients of Evergreen Wealth Management, Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of amazing families and individuals.
Read More
Featured image for “100 Years of Wisdom”
02/08/24

100 Years of Wisdom

This article is in honor of Charlie Munger; one of the world’s greatest investors. He was an inspiration to so many and a large influence on our team’s thinking at
Read More
Featured image for “Q3 2023 Market Update”
11/07/23

Q3 2023 Market Update

Q3 2023 Update – Rates Matter Some very interesting things are happening under the market surface this quarter. Interest rates are finally having a meaningful impact on asset prices and
Read More
Featured image for “Q2 2023 Market Update”
08/21/23

Q2 2023 Market Update

Q2 2023 Update – What a difference a year makes! Second Quarter and YTD Market Returns Vanguard Total Stock Market (VTSAX) 17% YTD, Q2 8.41% All Country World Index (ACWI)
Read More
Featured image for “Independence Day – The Founding of our Freedom”
07/05/23

Independence Day – The Founding of our Freedom

Writing the Independence Day article for you each year is a true joy for me. What brings me more joy is your feedback expressing how much you enjoy these writings.
Read More
Featured image for “Q1 2023 Market Update”
05/15/23

Q1 2023 Market Update

Q1 2023 Update – The Fundamentals of Long-Term Investing First Quarter and YTD Market Returns *Data provided by Y-Charts as of 5/9/2023 In Q1, The Wilshire 5000 gained 6.82% and
Read More
Featured image for “Market Update Alert”
03/16/23

Market Update Alert

By now you have probably heard the headlines about Silicon Valley Bank among others being suspended. This past weekend provided a lot of drama in the banking world; bringing back
Read More
Featured image for “2022 Annual Letter”
03/13/23

2022 Annual Letter

To the Clients of Evergreen Wealth Management, Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of amazing families and individuals.
Read More
Featured image for “Q3 2022 Market Update”
12/15/22

Q3 2022 Market Update

Q3 2022 Update – Opportunity Begins On October 14th the Wilshire 5000 index had declined -26.17% from the start of the year while the more tech and growth-heavy Nasdaq had
Read More