The Narrative Shifts So Far In 2025
Take Our Compatibility Survey In a recent interview, Steve Bannon, former adviser to Donald Trump, explained that the president’s strategy is…
Investors Need to Have Their Trump Cards Ready….
Take Our Compatibility Survey Changes in the political landscape can play a varying role in our decision-making when it comes…
ChatGPT vs. DeepSeek: Two Generative AI Models Square Off
Take Our Compatibility Survey Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The…
Your Social Security Benefits after Repeal of the WEP/GPO
Take Our Compatibility Survey On January 6th, the Social Security Fairness Act was signed into law. It repeals two targeted…
Quarterly Market Update - January 2025
Take Our Compatibility Survey This week, tune in as Jeff Dicks, Evergreen’s Co-Chief Investment Officer, provides a thorough analysis of…
Are US Tariffs A Tool Or A Goal?
Take Our Compatibility Survey Note: This article was published in November, and some of its content may be slightly outdated…
IPOs to Watch in 2025
Take Our Compatibility Survey The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge…
David Hay and Jeff Dicks Discuss the Economy, Markets, and Income Investing with David Lin
Take Our Compatibility Survey In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen’s Co-CIO’s,…
2025 Retirement Plan Updates
Take Our Compatibility Survey Stay ahead in your retirement planning with the latest updates for 2025. Notable changes, including increased…
The Roundtable Insight – Louis-Vincent Gave and Yra Harris
Take Our Compatibility Survey This week we present an interview with Louis-Vincent Gave of Gavekal and Yra Harris, a seasoned…