Recent Articles
The Surprises Of 2023
We are now past the halfway point of the year and, like every year, events have occurred that were either…
Piece by Piece
“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett Technology-focused investment firm Tiger…
Why You Shouldn’t Care So Much Where Stocks Are Headed……
“A man is only as good as his tools.” ― Emmert Wolf I’m amazed by how many investors seem to fixate on…
Could AI Steal Your Job?
Artificial Intelligence (AI) has been one of the hottest topics in business, finance, and technology over the past two quarters.…
Blackstone foresees a ‘golden moment’ in private credit after bank failures [PitchBook]
Last month, Evergreen made the argument that private credit and PE firms would benefit from the slew of bank failures triggered…
AI Regulation Rhetoric Heats Up
The use of artificial intelligence (AI) has grown exponentially in recent years, revolutionizing various industries and transforming the way we…
Peace Breaks Out
By Louis Vincent-Gave Given the Ukraine war, political upheaval in France, the looming arrest of a former US president, and…
Evergreen Ventures Podcast: Uncharted Optimism
Welcome to the inaugural Evergreen Ventures podcast, Unchartered Optimism. Evergreen Ventures is the private investment arm of Evergreen. We seek…
Making the Most of Social Security
Weighing your Social Security benefit options can get complicated, quickly. The most common questions we hear at Evergreen are about…
Washington’s New Capital Gains Tax
Director of Financial Planning, Katie Vercio speaks on the new Washington Capital Gains tax with Mitch from Mitch Unfiltered. Tune…
2022 Recap with Mitch Unfiltered
Director of Financial Planning, Katie Vercio looks back on the tough environment for investors in 2022 with Mitch Unfiltered. Tune…
Did AI Just Have its iPhone Moment?
Introduction Investors that read or listen to Louis-Vincent Gave are likely familiar with his assertion that the defining moment of…