There have been a number of recent studies completed to determine what makes us happy. In several studies, it was concluded that quality relationships are most important in determining levels …
Diversification: Always Something To Celebrate (And Apologize For)
This may feel like an old, well-worn topic, but please bear with me; I hope to present a new twist. Diversification is a time-tested way for investors to manage the …
Investing Insights
by Stephen L. Hanley Chartered Portfolio Manager® and owner of Evergreen Wealth Management, Stephen Hanley, assists many of our clients through customized portfolio solutions and sophisticated investing strategies. Each quarter …
An Excerpt from Advance – Your Guide to 401K Wealth Building
I’ll bet there are a lot of families we serve that aren’t aware that Fourth Dimension provides retirement plan services to a number of businesses and non-profit organizations across the …
Emotional Tweets: A Cautionary Tale For Investors
Regardless of one’s political leanings, there seems to be a consensus among those that I talk with; frequent Tweets often do more harm than good. Let’s not single out Twitter, …
The Real Cost Of Debt
Bringing you an article each and every week is usually good fun, but some weeks it’s not so easy. At times, it can be downright frustrating. For example, I wrote …
How To Handle Healthcare Uncertainty
The most consistent topic of conversation among aspiring retirees has become healthcare. The discussion surrounding the possible repeal or replacement of the Affordable Care Act (Obamacare) has made healthcare costs …
The Fiduciary Standard And You (And Us)
If you’ve been unable to disconnect from the political news scene, it’s likely that you’ve heard some talk about a ‘fiduciary standard of care’ being imposed on financial advisors by …
Opposites Attract: The Marriage Dynamic in Retirement Planning
A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
The Logic And Emotion Of DOW 20,000
As I write this, the Dow Jones Industrial Average (“the DOW”) is on the brink of breaking through 20,000. This has never been done, and feels like a meaningful milestone. …
