Evergreen Wealth Management, LLC

Evergreen Wealth Management, LLC Evergreen Wealth Management, LLC offers a unique approach to wealth management that helps individuals and families make better financial decisions.

Trusted Approach

Evergreen Wealth Management, LLC offers a unique approach to wealth management that helps individuals and families make better financial decisions. Evergreen works with individuals, families, non-profits, ministries, endowments and institutions to understand and solve there financial problems. From comprehensive financial planning to specific insurance needs, we have a specialize

d team for you. By focusing on your personal desired outcomes we are better able to customize a plan to meet your needs. Understanding your unique story, values and desires with greater depth allows our team to think outside the box and design a strategy to bridge the gap between current reality and long term goals. We believe a deep level of understanding coupled with an in house team of experts will give you peace of mind and simplify your life so you can focus on whats really important to you.

By now you have probably heard the headlines about Silicon Valley Bank among others being suspended. This past weekend p...
03/21/2023

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 fears of bank runs. In response; the FDIC, Federal Reserve and Treasury have agreed to work together and provide full insurance for 100% of all depositors of Silicon Valley Bank..not just insurance up to $250K.

What about the cash we hold, how is it managed?

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 …

Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of ...
03/17/2023

Our team at Evergreen Wealth Management has the responsibility of stewarding the retirement dreams of a large number of amazing families and individuals. We remain honored for the trust you continue to place in us and the relationships we have, many of which have spanned multiple decades now. To this extent we like to reflect each year during our annual letter on our business, what it means to you, recent happenings, and a quick 2022 investment recap.

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. …

As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. Buying ...
10/03/2022

As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. 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.

To find out, read our most recent article on understanding risk.

As we continue to tread in choppy waters, we embrace the concept that lower prices benefit net savers long term. Buying more of something while it’s on sale can be …

Inflation is clearly a major problem in our country now. How did we get here and what exactly causes inflation are crit...
09/30/2022

Inflation is clearly a major problem in our country now. How did we get here and what exactly causes inflation are critical components to understand. We break down what has happened in a recent article we put together about inflation.

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…

The economy has officially experienced 2 quarters of negative GDP growth (barring an upward revision) and looks like it ...
09/30/2022

The economy has officially experienced 2 quarters of negative GDP growth (barring an upward revision) and looks like it may continue to struggle for a bit longer against a backdrop of higher inflation, higher rates, and increasing unemployment. Is this a recession or not has dominated many of the headlines.

Find out more in our most recent Market Update.

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……

The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflati...
03/07/2022

The year 2021 was generally strong for investments, financial plans, and our business. Despite headwinds such as inflation, supply chain issues, covid variants, collapse in ‘hot tech’; we moved forward nicely. We are in awe of the blessing we have received and remain steadfast in our commitments to uphold stewardship of your assets to the best of our combined talents. We hope this review will help you better understand what has occurred and why we do what we do.

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

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 ...
11/24/2021

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 returns, pushing accounts well ahead of our planning targets. As mentioned last quarter, the upswing should serve as a continued lesson in 2 main ways. Please allow me to emphasize the key lessons again this quarter.

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

Over the years I have been writing an Independence Day article to remind us of the sacrifice our founding fathers made. ...
08/20/2021

Over the years I have been writing an Independence Day article to remind us of the sacrifice our founding fathers made. A topic about our founders that probably has the most confusion today is the relationship between the founding of our nation and slavery.

A topic like this is too complex to summarize in one article. This article only scratches the surface.

Thomas Jefferson wrote language into the original Declaration of Independence that had to be taken out in order to receive a unanimous vote. What language was taken out? The truth is anti-slavery was woven into the fabric of the founding of America.

A consistent question ask to our portfolio managers (Steve & Andrew) is, "Why did you invest in XYZ?" Before investing i...
08/09/2021

A consistent question ask to our portfolio managers (Steve & Andrew) is, "Why did you invest in XYZ?" Before investing in a company Steve and Andrew have some kind of "scratch notes" written describing their research. We hope this helps explain what we look for before making an investment.

Etsy is an e-commerce platform focused on creating a turnkey experience that empowers entrepreneurs to profit from their passions. Unlike Amazon, Wayfair, Overstock, Walmart, Target, and other e-commerce giants; Etsy serves a unique market in a very differentiated manner. Started about 16 years ago,...

This year has continued the solid returns, pushing accounts well ahead of our planning targets. The results of recent ou...
08/05/2021

This year has continued the solid returns, pushing accounts well ahead of our planning targets. The results of recent outsize returns serve as both a lesson and a cautionary tale. Of course, as the markets continued to move upward it has been natural for many to ponder; can this continue?

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 Index gained 1.77%. YTD they have gained 15.23% / 12.81% / -1.68% respectively. *Data provided by Folio Institutional (1) This year has continued the solid returns,...

Theodore (Ted) Williams is a baseball player who played for the Red Sox between 1939-1960. He has a fascinating career t...
08/04/2021

Theodore (Ted) Williams is a baseball player who played for the Red Sox between 1939-1960. He has a fascinating career that I go over, which includes him serving in WWII during his playing career.

Ted wrote a book called The Science of Hitting. There is a concept he used for his batting technique that we use in life and in investing. In this article, we go over the concept of someone's Circle of Competence and our top investments.

Enjoy!

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 documentary The Last Dance: portraying Michael Jordan and the Bulls winning their 6th championship, reignited the conversation of him being the GOAT of the NBA. Wh...

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319 W. Grand River Avenue
Williamston, MI
48895

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+18776552118

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