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Top 10 Tax Strategies

Bill Harris, founder of Evergreen Wealth, wrote the book on investment taxes and how to slash taxes. Deploy these ten strategies that can dramatically reduce the taxes on your investments.

Navigating the Trade War Turbulence: Three Actionable Steps for Investors

3 smart moves to protect your portfolio in today’s volatile, trade war-fueled market.

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¹The Evergreen Checking Account earns a variable 4.00% Annual Percentage Yield (APY) as of 01/01/2025 and may change at any time. The Evergreen Savings Account earns a variable 5.00% APY as of 01/01/2025 and may change at any time. You must open both accounts together and there is a $25,000 minimum opening deposit required.

²Interest rates for Chase, Bank of America, Wells Fargo, Marcus, and Ally Bank from bank websites as of 03/25/2025

Evergreen Wealth Corporation is a financial technology company, not a bank. Banking services, including the Evergreen High-Yield Checking and Savings Accounts, are provided by Coastal Community Bank, Member FDIC. Deposits are FDIC-insured up to $250,000 per depositor through pass-through insurance at Coastal Community Bank, Member FDIC, if certain conditions have been met. FDIC insurance only covers the failure of an FDIC-insured bank. The Evergreen Visa^® Debit Card is issued by Coastal Community Bank, pursuant to licensing by Visa U.S.A. Inc.  

INVESTMENTS IN SECURITIES ARE NOT DEPOSITS, NOT INSURED BY THE FDIC, NOT BANK GUARANTEED, AND MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL.

Evergreen Wealth Advisors, a wholly-owned subsidiary of Evergreen Wealth Corporation, is a registered investment adviser with the SEC. Registration does not imply a certain level of skill or training. More information about Evergreen's investment advisory services, Form ADV Part 2, and Form CRS can be found here.  

Brokerage Services offered by DriveWealth, LLC, a registered broker dealer, member of FINRA and SIPC. View the firm’s background on FINRA’s BrokerCheck.  

All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information provided is for informational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.   

Evergreen Wealth Corporation, Evergreen Wealth Advisors, and Coastal Community Bank do not provide tax, legal, or accounting advice. Information stated is not intended to provide nor should it be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in transactions.

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