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Financial Literacy

Financial Literacy

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Financial Literacy

In our practice and in our community, we at Evergreen are strong advocates of financial literacy.

  • For our clients: Basic financial literacy is an essential component in a tripod of financial care that leads to personal financial success in challenging times. Whenever the markets exhibit stomach-sinking dives or dizzying new heights, it's tough to stay on course according to your carefully crafted Investment Policy Statement if you haven't embraced the essential principles of our investment strategy as your steadfast guide. Throughout your relationship with us we'll encourage you to remain an informed participant in your financial future — in word, in action and by sharing select resources.
  • In our community: We believe we thrive together when everyone has access to basic financial literacy. Individually and as a firm, we are strong supporters of the local not-for-profit Financial Beginnings, especially their insights on how individuals are never too young to save, invest and manage their financial risk.