Duplication does not equal diversification After most workouts, I make my way to the steam room at the local athletic club. Recently, I found myself sweating away as I listened to two guys talking about the concept of diversification. One guy says to the other, “do you… Read More

Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap earnings announcement. In today’s markets, emotion and narrative drive short term moves just as much as fundamental data. These hair trigger sentiment shifts have always influenced segments of the… Read More

Few things in life are certain, but one truth holds up every time: Father Time is undefeated. Warren Buffett, the legendary investor who has steered Berkshire Hathaway through decades of market cycles while building one of the most admired track records in history, is no exception. In his latest Thanksgiving… Read More

As the year draws to a close, now is the time to ensure your financial plan and tax strategy are aligned before December 31. Whether your focus is maximizing contributions, harvesting tax losses, or completing charitable gifts, taking action before year-end can make a meaningful impact. Contact your wealth consultant to… Read More

The American economist Thomas Sowell famously said that, in life, “there are no solutions, only trade-offs”. While this is undeniably true of most economic choices (i.e. tariffs typically benefit some producers and hurt most consumers), it seems especially true of energy-policy decisions. In recent years, Western policy makers have tended… Read More

Emerging industries often demand a leap of faith from investors — a willingness to believe in what could be. Quantum computing has long embodied that tension between promise and realization. The concept dates to the early 1980s, when American physicist Paul Benioff proposed the first quantum mechanical model of a… Read More

In mid-September, I asked which megatrends will reshape the global economy over the coming decade. Possible answers included the rollout of artificial intelligence and self-driving vehicles, the looming bankruptcy of Western welfare states, a structural bull market in Chinese equities, the second largest stock market in the world, and the… Read More

With the passage of the One Big Beautiful Bill Act (OBBBA), education planning has become more flexible, and potentially more powerful, for families using 529 plans. While these accounts have long been a popular tool for tax-advantaged saving, the new law broadens how funds can be used, offering expanded benefits… Read More

The past quarter saw financial markets perform exceptionally well, even as a few cracks began to appear in the broader economy. In this quarterly market update, Evergreen’s Chief Investment Officer, Jeff Dicks, explores the factors supporting this momentum: namely, the Federal Reserve’s rate cuts, strong consumer spending, and the accelerating… Read More

In December 2017, we published a newsletter titled “Should I invest in Bitcoin?” At the time, Bitcoin was still a fringe asset gaining momentum. The price of one Bitcoin hovered above $10,000, and our advice then was to avoid it due to extreme volatility and uncertainty. That… Read More