Equity compensation is taking up a larger percentage of income for many employees. Company stock can provide incentives and attract top talent, but it can also lead to significant tax implications and employees can end up taking on too much risk in one security.  It is important to understand how… Read More

As the Cambridge economist Arthur Cecil Pigou once noted, “the era of optimism dies in the crisis, but in dying it gives birth to an era of pessimism.” This could describe most investors’ pivot on China over the past few years. Read More

The Covid-19 pandemic set off a series of chain reactions in the US economy that persist to this day. One of the most consequential – especially for small and medium sized businesses – is how difficult the hiring market has become. Read More

The spike in inflation has created an opportunity for Series I bonds. While interest rates on savings accounts, money markets, and CDs are still near historic lows, these bonds offer a much more attractive rate without taking on much risk. This is an attractive investment opportunity for those that need… Read More

After over a decade of “passive investing” dominance, a shift is underway. Active management rewards investors who can skillfully blend between and shift within different asset classes, a seemingly fruitless exercise until recently. When everything is going up in value, there’s little-to-no value in doing so. However, as of late,… Read More

In this edition of Evergreen Chartbook, we will discuss the current state of the economy, markets, and our general outlook. Read More

No matter who you speak to these days, the big topic in the markets is the same: Are we headed for a recession later this year or next year? This week, we are presenting a podcast with Weiss President and CIO Jordi Visser, who has not been shy about discussing this topic. Read More

Quote:“The premise of saving for 10, 20, 30, 40 years and only having access to daily liquidity products doesn’t make sense.” – Joan Solotar, Global Head of Private Wealth Solutions at Blackstone Inc. Alternative Investments During Periods of VolatilityAlternative investments have long been used as a tool in… Read More

Many investors accumulate large amounts of wealth by investing in a single company, whether that be from executive compensation, inheritance, or just smart stock picking. What can start out as a diversified portfolio may have morph into one stock taking up a large percentage of the portfolio. We see this frequently in the Pacific Northwest, where tech companies have seen massive growth and many employees of these companies have benefited greatly. Read More

After almost 17 years, it’s time for me to bid farewell to an old friend, the Evergreen Virtual Advisor (EVA). Perhaps, farewell is a bit dramatic as EVA will continue to be delivered uninterrupted to its loyal reader base of nearly 9000 recipients. This newsletter has long struggled with a simple issue:  I am but one… Read More