Special Report on
The Evergreen Portfolio
The Evergreen Portfolio - Trends
Latest Trending Story:
Wells Fargo is merging nearly $2.2 billion of Evergreen Investments municipal bond mutual funds into existing Wells funds as part of the bank’s purchase of Wachovia. When Wells Fargo bought Wachovia at the end of 2008, among the assets the bank acquired were more than 60 Evergreen mutual and money market funds. This platform includes eight municipal bond mutual funds with $3.44 billion in assets. Since the acquisition, the funds have continued operating under the Evergreen brand, with the same strategies. The San Francisco-based bank early this year told shareholders it planned to either rebrand or merge the ...
During a solitary walk I took through an overwhelmingly inspiring and majestic grove of mist-enshrouded giant coast redwoods, I was struck with the idea that investing in things that didn't ruin forests, damage the planet, or defile human beings would be a great idea... At first, I thought it sounded farfetched: a socially responsible portfolio that outperforms the markets by a clear margin. However, now I think it can be done. And with this blog - and the detailed recommendations and tracking I plan to undertake - I intend to see if I can do it. NOTE: All material contained on this ... Read More
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