As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A pair of pants bought from a website, without trying them …
Can There Be a Retirement Planning Formula?
I spent last evening at a ‘Financial Aid Information Night’ to learn more about the FAFSA process. If you’re not familiar with this subject matter, it’s an acronym-laden celebration of …
Living For the Headline
If you’re familiar with our office, you may have noticed the car wash next door. Well, it’s a big, nice building that used to operate as a car wash anyway. …
Retirement Plan Buyer’s Guide
Car buyers use them and so do people shopping for appliances. The buyer’s guide can be an extremely valuable resource for the person who wishes to compare and contrast the …
Random Acts of Writing Roundup
As the world marches forward at a faster pace, any number of important subjects can pile up, waiting for their day in the Weekly Newsletter sun. And while I’d like to cover …
Is Your Home An Asset?
Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent one of the single largest items of value a person …
How do you measure investment success or failure?
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management As an advisor and portfolio manager, nothing is more frustrating for me than having a disappointed client. After all, I’m in the …
Is the Tide about to Change? – Value Stocks vs. Growth Stocks
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 …
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 …