When investment gurus and market commentators speak of the happenings in the markets, you’ll often hear them discuss the effect that interest rates have on bond values and how those …
Winter 2018: Briefcase Study
With our progress review season well underway, we’ve had an opportunity to see inside the plans and minds of many families who are intent on building and maintaining a successful …
What does the tax cut mean for the stock market?
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Many people are wondering what the tax cut means for the US stock market. We thought it might be helpful to take …
Gifting With Irrevocable Trusts?
When we talk with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an irrevocable trust. Invariably, the client will ask …
The Battle For Status – Your Best Weapon In a Winning Campaign
Have you ever stopped to consider the role that status plays in your life? Of course, status is evident in our work relationships; supervisor, manager, and president are titles that …
Are You Settling, and What Is It Costing You?
Since the stock market has made back some lost ground and seems to be a bit more stable than it has been, I’d like to address a topic that is …
2018 Stock Market Reset
My, what a week it’s been! The market had its largest single day point drop in history on Monday, seeing a decline of The DOW of 1,175 points, which followed …
Preparing Your Mind For ‘Big’ Market Swings
Unless this market cycle is completely different than all of those that have come before it (it’s not), we’re very likely to see some meaningful volatility in the future, possibly …
‘Deduction Bunching’ – A Tax Strategy That Works And Makes You Sound Smart
With the passing of the new tax law, accountants have become the new rock stars. All eyes are on those with tax knowledge to sort it all out and show …
Tick, Tock: How Time Touches So Many Aspects Of Retirement Planning
If there’s one asset class that’s become much more valuable than all of the others, it’s time. It’s finite, making it scarce. It’s fluid, making it difficult to firmly grasp. …