Recent Articles
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Note: This article was published in November, and some of its content may be slightly outdated as it reflects the…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…
2025 Retirement Plan Updates
Stay ahead in your retirement planning with the latest updates for 2025. Notable changes, including increased contribution limits and unique…
The Roundtable Insight – Louis-Vincent Gave and Yra Harris
This week we present an interview with Louis-Vincent Gave of Gavekal and Yra Harris, a seasoned macro-global trader and frequent…
Will the IPO Market Build Momentum in 2025?
This time last year, we explored whether the IPO market would rebound in 2024 after several challenging years. The article…
2024 Year-End Planning
As we approach the end of the year, it’s essential to finalize key action items to maximize your tax efficiency…