Plan. Grow. Prosper

This is your chance to get to know Todd Rishell! A new advisor that joined us in 2023. Get to know and learn a little bit about Todd in this podcast. 

If you have questions or concerns, we'd love to hear from you! Email [email protected] with your questions.

Finally Normal 2024!

Are we finally normal in 2024? Andy Harris and Derek Varner of Investment Research Partners sit down and have a discussion about 2024 and the implications around the new year!

If you have questions or concerns, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Click the link below to read the whitepaper 2024 Outlook: Finally "Normal"

https://evergreenwealthsolutions.com/resources/whitepapers/

Have you ever wondered what it takes to start and establish a non-profit? Davie Jane Gilmour, President Emeritus at Pennsylvania College of Technology, discusses with Ed her new business venture, DJG Opportunities.   DJG helps non-profits with governance, which includes strategy, leadership, and developing and defining a mission.  Focusing on the fundamentals first is a crucial step to lead the way for success. 

If you have questions regarding not-for-profit governance, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Did you know that philanthrophy can have just as much of an impact for the donor as it does the beneficiary?  Listen as Andy Harris & Jason McCahan, Director of Philanthropy at First Community Foundation Partnership, discuss how giving affects our local and regional communities and how your giving objectives can fit into your financial plan.  

Not unlike a budding marriage, it is important to set expectations out clearly when beginning a business partnership, or when buying or selling that business. Noel Anderson, Vice President of Executive Benefits at Madison Brokerage, is our guest for this topic.

If you have questions about a business buy/sell agreement, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

It is vital to look at your investment portfolio on a regular basis to determine if the current investment classes are appropriate for the market and economic conditions going forward, and appropriate for your goals and risk tolerance. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about assessing the performance of your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

An important part of establishing investments within a portfolio involves setting up the appropriate allocation of funds amongst those various investment classes to achieve the client's goals. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about the allocation of your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

How should various asset classes - stocks, bonds, ETFs, and mutual funds - fit into your overall portfolio and goals? Part of our job here at Evergreen Wealth Solutions to is help educate our clients on these and other investment forms. Michael Kolb, CFP®, a founding member of Evergreen Wealth Solutions, is our guest for this topic.

If you have questions about your investments, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Whether it be leased space, warehousing, convenience stores, brownfields, retail, or other types of commercial property, the central Pennsylvania market has it all. John Brindger, who has specialized in commercial real estate for close to 25 years, is our guest for this topic.

If you have questions about commercial real estate, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Leadership coaching can provide vital input when planning a business exit or transition. Keith Kuzio, founder and principle of Intentional AdVennTures, LLC, is our guest for this topic.

If you would like more information about business transition planning, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com