Recent Articles
An Unusual Friday
By: Louis-Vincent Gave Friday was a most unusual day in markets for a number of reasons: • The US payroll…
Can AI Enthusiasm Carry Big Tech Through Earnings Season?
1audio {“id”:26264} –> Navigating the unfolding narrative of the tech industry this week is akin to a captivating blockbuster with…
Understanding Microsoft Executive Compensation
1audio {“id”:26172} –> Microsoft employees have many opportunities to defer their current income, save on taxes, and set up future…
Key Financial Data 2024
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last…
2023: A Year in Review
1audio {“id”:26064} –> Even if I told you the future, you wouldn’t believe it! Investors are constantly trying to read…
Quarterly Market Update – January 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the final quarter of…
IPOs to Watch in 2024
In May 2019, the inaugural edition of our now-annual “IPOs to Watch” series highlighted a selection of Initial Public Offerings…
Will the IPO Market Rebound in 2024?
1audio {“id”:23522} –> Despite initial predictions of a continued market decline from 2022 into 2023, the market has exhibited remarkable…
Long Bonds And A Dovish Fed
1audio {“id”:23441} –> After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and…
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax…
Charitable Giving Year-End Checklist
1audio {“id”:23204} –> Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the…
Understanding the People in Your Plan (Estate Documents)
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to…