In March 2023 the Washington State Supreme Court upheld the capital gains tax in a 7-2 ruling, citing that it is an excise tax, not an income tax, and thus legal under state law. This new tax brings significant complexity to tax planning and filing, as well as navigating the… Read More
The use of artificial intelligence (AI) has grown exponentially in recent years, revolutionizing various industries and transforming the way we live and work. From self-driving cars to virtual assistants, AI is becoming an increasingly integral part of our daily lives. However, as AI becomes more advanced and its applications become… Read More
For this week’s Evergreen Virtual Advisor, we are releasing a podcast with our Director of Private Wealth, Jeff Otis and our Co-CIO, Jeff Dicks to summarize recent events in the banking industry. Some topics they cover: As always, thank you for listening! DISCLOSURE: This material has been prepared or is… Read More
By Louis Vincent-Gave Given the Ukraine war, political upheaval in France, the looming arrest of a former US president, and worrisome bank failures, it would be easy to conclude that the world is going to hell in a handbasket. Yet, amid the bad news, recent weeks have seen two encouraging… Read More
Silicon Valley Bank’s (SVB) sudden collapse rocked the tech community and financial markets last week. The second-largest bank failure in US history combusted in less than 48 hours, leaving depositors unsure about whether the government, Federal Reserve, another large banking institution, or a hedge fund would help rescue billions… Read More
Weighing your Social Security benefit options can get complicated, quickly. The most common questions we hear at Evergreen are about timing: should I take my benefits as early as possible to avoid withdrawing funds from my investment portfolio (thereby giving them extra time to grow)? Or should I wait as… Read More
Director of Financial Planning, Katie Vercio speaks on the new Washington Capital Gains tax with Mitch from Mitch Unfiltered. Tune in below. For those who are looking for a financial plan, take our comprehensive 4-minute survey to see if you are a fit with Evergreen Gavekal’s wealth management approach.
By Udith Sikand and Vincent Tsui Does the pullback of the last few weeks ring time on the rally that lifted emerging market assets and currencies from October to January? Or does it present an attractive entry point for investors who may have missed the first stage of a protracted… Read More
There’s a popular axiom on Wall Street that two emotions drive markets: fear and greed. Warren Buffett immortalized the contrarian viewpoint on this subject, famously declaring that investors should “be fearful when others are greedy and greedy when others are fearful.” Sentiment indicators quantify market psychology and are often used… Read More
Millions of Americans turn 65 every year and sign up for Medicare, and beneficiaries should be aware of strategies that can help save money on premiums. From 1966 when the Part B premium was $3 per month, until 2006, when it was $88.50 per month, all beneficiaries paid the same… Read More
