For high-net-worth individuals looking to balance philanthropic aspirations with wealth preservation and tax efficiency, Charitable Remainder Trusts (CRTs) offer a compelling solution. CRTs allow donors to convert highly appreciated assets into a steady income stream, benefiting charitable organizations. CRT Basics ○ Immediate charitable tax deduction may be available to the… Read More
In a recent interview, Steve Bannon, former adviser to Donald Trump, explained that the president’s strategy is to make every day a “day of thunder.” Essentially Trump is betting that the media is able to focus only on one thing at a time. If the administration comes out with 100… Read More
Changes in the political landscape can play a varying role in our decision-making when it comes to investing in our client’s assets. Donald Trump’s return to the Presidency is, if nothing else, unprecedented. Grover Cleveland, who was the nation’s 22nd and 24th president was the only other president in history… Read More
Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The unveiling of DeepSeek’s R1 model triggered a sharp market reaction, shaking confidence in companies that have benefited from AI-driven tailwinds in recent years. Nvidia bore the brunt of the fallout, losing a record $589… Read More
On January 6th, the Social Security Fairness Act was signed into law. It repeals two targeted programs that limited benefits for a small subset of Americans, all of whom spent part of their working life as public employees, whether for a federal, state, or local government entity that did not… Read More
This week, tune in as Jeff Dicks, Evergreen’s Co-Chief Investment Officer, provides a thorough analysis of the markets through 31 detailed charts. He contextualizes some of the markets’ most intensely debated topics including inflation, fed policy, and economic growth. Wealth Advisor Kaeli Creed offers some of our clients most frequently… Read More
Note: This article was published in November, and some of its content may be slightly outdated as it reflects the context and developments at that time. For investors, the arrival of any new US administration delivers the challenge of figuring out which campaign promises will end up as policy, and… Read More
The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge that connects private and public markets. Without a healthy flow between these two markets, private market investors often have less liquidity to reinvest into the innovation ecosystem. Conversely, public market investors may miss out… Read More
In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen’s Co-CIO’s, tackle some of the most pressing issues in the global economy. The discussion covers the bond market’s trajectory, inflationary trends, Federal Reserve policies, and the strength of the U.S. dollar. They also delve into… Read More
Stay ahead in your retirement planning with the latest updates for 2025. Notable changes, including increased contribution limits and unique opportunities for those in their early 60s, can significantly impact your strategy. Regularly reviewing your retirement accounts is essential for optimizing your financial picture. Contribution Limits Updated Phase-Out Ranges Year-End… Read More
