Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Only when the tide goes out do you discover who’s been swimming naked. – Warren Buffet A classic stock investing debate has …
Is your Estate Plan Right? Get a Free Review
Over the years, I’ve written articles for The Steward teaching you about different concepts, tools and techniques for effective estate planning. Helping the clients we serve obtain the peace of …
Back To The Basics: Social Security Planning 101
Social Security Planning 101 – Just a Few Drops Into the Ocean One of the core building blocks of a retirement income plan is Social Security. Earned over decades of …
Pool Shoes
Last summer we finally made the family trip to Disney World in Orlando. It’s one of those experiences that has expertly been turned into a ‘do this or you’re a …
What Facebook Stock Just Reminded Us About Risk
Facebook stock dropped 20% in a day on Wednesday. This chart of its stock is worth at least a thousand words. And while a full technical analysis this …
Financial Planner 43551
Experts suggest that one Google oneself from time-to-time in order to ensure the information that’s ‘out there’ is accurate. And because most people who might contact us for planning services …
OFF THE RECORD
In the 173 Weekly Newsletters I’ve written and shared with you, there have been only a few occasions where I’ve asked for anything from you. I prefer to give rather than receive, …
The Roth IRA Is Taking Your Medicine
Taxes, taxes, taxes. In the spirit of the Independence Day we just celebrated, it seems fitting to make a mention of taxes. After all, wasn’t that part of the deal …
Sweet 16 and finally that family picture
Sixteen years ago today, I became a dad. Our first daughter, Anna, was born and I couldn’t imagine how much everything would change that day. She’s been a delight; she’s …
The Market Peaked In January; What Have You Done For Me Lately?
There have been more than a few occasions where I’ve had a wonderful interaction with one of my daughters then two hours later I’m ambushed by a fiery attack of …