In navigating the landscape of charitable giving, individuals often find themselves contemplating the most efficient and impactful means of supporting causes that resonate with them. Determining the optimal way to donate is not just about the amount contributed but also about the effectiveness of the contribution. Factors such as administrative… Read More

So far this year, we have seen US inflation repeatedly beat expectations, US gasoline prices creep higher, gold break out to new all-time highs, feverish speculation in crypto and parts of the equity market, bonds sell off, and the US dollar roll over. Now copper has suddenly broken out of… Read More

India’s economic trajectory has been nothing short of extraordinary, with tailwinds propelling its growth story forward at an unprecedented rate. The latest GDP data, released at the end of February, highlighted robust 8.4% year-over-year growth in the fourth quarter of 2023. This marks the third consecutive quarter where India has… Read More

There are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa talks to Evergreen’s Co-CIOs, Jeff Dicks and David Hay, and gets their take on what investors should keep an eye on in 2024. Some topics discussed… Read More

Many significant tax changes enacted in the 2017 Tax Cuts and Jobs Act (TCJA) are set to expire, or “sunset”, at the end of 2025. The biggest of these changes relate to the estate and gift tax exemption which was increased from $5.45 million in 2016 to $13.6 million per… Read More

Warren Buffett’s annual letter to shareholders gets a lot of fanfare – and for good reason. Since taking control of Berkshire Hathaway in 1965, Buffett has led the company to return a compound annual growth rate of 19.8% for its shareholders, nearly twice that of the S&P 500. While that… Read More

In the run-up to Nvidia’s earnings release late Wednesday, there was a palpable concern in the market that the AI boom’s flagship would disappoint lofty expectations; what is now Wall Street’s most heavily traded stock traded -2% down during the afternoon session. And then Nvidia did it… Read More

Over a decade ago, I founded an early-stage, venture-backed company in the music technology space. At the time, the music industry was undergoing a seismic shift with the emergence of the iPhone, the growing popularity of streaming platforms like Spotify, and the rise of software that gave anyone with a… Read More

Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others and fostering a sense of community. Reviewing a checklist before the end of 2023 can be beneficial in ensuring that your contributions are aligned with your values and optimized for… Read More

Amazon provides a range of benefits designed to assist employees in wealth accumulation, risk management, and retirement planning. Make sure you understand the opportunities that are available to you and how to make the most of your compensation package. Working with our team of wealth consultants can help you better… Read More