Recent Articles
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Note: This article was published in November, and some of its content may be slightly outdated as it reflects the…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…
The Drivers Of US Inflation
In 2018, Donald Trump decreed that no one would be allowed to sell high- end semiconductors to China any more.…
Cryptocurrencies Win Big on Election Night
Cryptocurrencies have undergone an astonishing evolution over the past 15 years. What began with Bitcoin’s (BTC) launch in January 2009…
Behind The Bond Sell-Off
TLT.US, the long-dated US treasury ETF, is back trading below its 200-day moving average, and on current form is looking…