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 …
Fall 2018 Welcome Letter
Welcome to the Fall Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. “The two most powerful warriors are patience and time.” Leo Tolstoy If I …
Summer 2018 Welcome Letter
Welcome to the Summer Edition of The Ultimate Guide For the Successful Steward, Fourth Dimension Financial Group’s newsletter. If Summer Were Longer Could We Handle It? Right or wrong, many of …
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 …
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 …
Retirement Elevated: September 2018
As you may be aware, we teach classes at BGSU at Levis Commons called Retirement Elevated. These classes are designed to offer the current or aspiring retiree a serious education …
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 …
Estate Planning Doesn’t Have To Be Difficult
An effective estate plan allows you to make sure your assets are handled the way you want during your life and after your death. And contrary to popular belief, estate …
