Recent Articles
Trump’s Three Market Priorities
The below article was published on February 18, 2025. In today’s rapidly changing economic and political environment, some of the…
Dueling Narratives: AI vs. Everything Else
The past week has been a tale of dueling narratives: Artificial Intelligence (AI) versus everything else. While the broader investment…
Takeaways from Warren Buffett’s Annual Letter
Each year, the investment community eagerly awaits Warren Buffett’s annual letter, an industry staple brimming with both worldly and investment…
Charitable Remainder Trusts: A Strategic Tool for Philanthropy and Wealth Planning
For high-net-worth individuals looking to balance philanthropic aspirations with wealth preservation and tax efficiency, Charitable Remainder Trusts (CRTs) offer a…
The Narrative Shifts So Far In 2025
In a recent interview, Steve Bannon, former adviser to Donald Trump, explained that the president’s strategy is to make every day…
Investors Need to Have Their Trump Cards Ready….
Changes in the political landscape can play a varying role in our decision-making when it comes to investing in our…
ChatGPT vs. DeepSeek: Two Generative AI Models Square Off
Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The unveiling of DeepSeek’s R1…
Your Social Security Benefits after Repeal of the WEP/GPO
On January 6th, the Social Security Fairness Act was signed into law. It repeals two targeted programs that limited benefits…
Quarterly Market Update – January 2025
This week, tune in as Jeff Dicks, Evergreen’s Co-Chief Investment Officer, provides a thorough analysis of the markets through 31…
Are US Tariffs A Tool Or A Goal?
Note: This article was published in November, and some of its content may be slightly outdated as it reflects the…
IPOs to Watch in 2025
The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge that connects private and…
David Hay and Jeff Dicks Discuss the Economy, Markets, and Income Investing with David Lin
In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen’s Co-CIO’s, tackle some of the…