Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management ‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to …
Wills vs. Trusts. Which Plan is Right for You?
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd As an estate planning attorney, one of the most-often asked questions I hear is, “Should I have a Will …
Back To The Basics: Having a Budget vs. Budgeting
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …
5 Reasons to do (or update) your Estate Planning
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd There are essentially 5 reasons why people need to set up an estate plan for themselves. A good estate …
Back To The Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …
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 …
Are Your Helpers Prepared?
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd For the last several years I’ve written for The Steward about how important it is to have an effective, …
Back To The Basics: Revisiting an enduring strategy.
In a recent email from a very well-known firm in our industry, the subject line stated, ‘[this person] Shares A New Retirement Strategy.’ Always eager to add a new tool …
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 …
