This time last year, we explored whether the IPO market would rebound in 2024 after several challenging years. The article featured two perspectives: one from Marina Temkin of PitchBook, who expressed skepticism about a 2024 resurgence, and another with a more optimistic outlook on IPOs to watch. While the… Read More
As we approach the end of the year, it’s essential to finalize key action items to maximize your tax efficiency and optimize your financial plan. Review the key points below, and reach out to your wealth consultant to ensure you are well-prepared for 2025. Please note that processing times at… Read More
In 2018, Donald Trump decreed that no one would be allowed to sell high- end semiconductors to China any more. This came as an electroshock to the Chinese leadership, which had perhaps overlooked the country’s dependence on semiconductor imports. From that point on, China not only accelerated the development of… Read More
Cryptocurrencies have undergone an astonishing evolution over the past 15 years. What began with Bitcoin’s (BTC) launch in January 2009 has grown into a dynamic yet highly volatile asset class, capturing the attention of individual investors, financial institutions, and governments worldwide. Bitcoin, often referred to as “digital gold,” has generated… Read More
TLT.US, the long-dated US treasury ETF, is back trading below its 200-day moving average, and on current form is looking at its fourth year running of negative price returns. Not that this sell-off reflects any lack of retail investor enthusiasm for US bonds. Quite the contrary. As US treasuries pulled… Read More
This week, tune in as Jeff Dicks, Evergreen’s Co-Chief Investment Officer, provides a thorough analysis of the markets through 43 detailed charts. He explores vital economic indicators, including employment rates, wage trends, and retail sales. Wealth Advisor Kaeli Creed contributes her insightful commentary to enhance the discussion of essential themes… Read More
Liquidity has always been a significant challenge for early- and growth-stage venture investments. In recent years, this challenge has intensified, with mergers and acquisitions (M&A) and exit opportunities becoming less frequent. To tackle this issue, venture capital firms have increasingly turned to a tool called a “continuation fund.” A… Read More
Are you an owner in an LLC? If so, there are new reporting requirements you need to know about. In today’s financial landscape, the push for transparency is stronger than ever. The U.S. government has introduced new regulations under the Corporate Transparency Act to combat money laundering and tax evasion. Read More
In today’s podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called “Magnificent 7” – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022,… Read More
US presidential elections are terrific entertainment. Given their cost (a couple of billion US dollars for either side), this is just as well. This uniquely elevated price point might help to explain why every election is “the most important in our lifetime” and a “genuine toss-up” between the two main… Read More
