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After a decade of strong performance, early-stage and growth companies have faced significant challenges since early 2022. These challenges include…

Estate planning is often misunderstood as simply drafting a will, but it involves much more. A comprehensive estate plan includes…

Your estate plan isn’t just a set-it-and-forget-it kind of thing. It’s like a living, breathing document that evolves with you.…

As we dive into the Medicare Open Enrollment period, it’s a great time to get a handle on your healthcare…

1image {“id”:33829,”width”:”289px”,”height”:”auto”,”sizeSlug”:”full”,”linkDestination”:”none”,”align”:”center”} –> Readers may be surprised to know that in the process of interviewing clients to work with our…

Many investors find themselves with a substantial portion of their wealth tied up in a single company. This might come…

Women face unique financial challenges when planning for retirement. Expectations that they will assume the majority of caregiving responsibilities toward…

The role of a financial advisor has evolved significantly over the past few decades. With advancements in technology, individual investors…

In setting out their election platforms, both Democrats and Republicans want to address housing affordability, which has become a hot-button…

This week’s article discusses what to do with cash balances that have become unwieldy, something we’ve started to notice a…

Back in 2000, when technology stocks hit the wall, one of Gavekal’s first clients told us: “It’s OK. Bear markets…

This week’s newsletter is highlights our latest podcast, one of Evergreen Gavekal’s wealth advisors Kaeli Kaainoa, CFP® & CEPA, sits…