Set yourself up for success in 2021
2020 has been an unprecedented year that has left many investors feeling cautious about the markets and concerned about retirement. Does your financial plan need to be updated? At Evergreen we have a quarterly review schedule to make sure our clients’ needs are being reviewed on an ongoing basis,
Dear Clients and Friends,
Evergreen Gavekal is pleased to announce the acquisition of the Mercer Island-based tax accounting firm, Sterling, Kuder & Co. P.S. Their firm has provided customized tax and financial consulting services to both individuals and companies for over 35 years.
At times, Evergreen clients have conveyed to us the frustrations and headaches due to the lack of integration between their CPA and investment advisor.
As the effects of the coronavirus continue to reverberate through our daily lives, our goal is to stay in ongoing communication with our clients. Beyond communicating, we are also acting.
Throughout 2015 and all the way into 2018 the Fed was a bit obsessed with being “normal”. They wanted a “normal” interest rate (justifying rate hikes) and they wanted a “normal” balance sheet (justifying a reduction in that balance sheet).
Should men and women be investing differently?
I don’t think that men and women need to invest differently to achieve their goals, but I think that many women have biases to overcome which can hinder their financial success. One of the biggest things that I see is that women are not comfortable investing,
