Recent Articles
Quarterly Market Update – January 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the final quarter of…
IPOs to Watch in 2024
In May 2019, the inaugural edition of our now-annual “IPOs to Watch” series highlighted a selection of Initial Public Offerings…
Will the IPO Market Rebound in 2024?
Despite initial predictions of a continued market decline from 2022 into 2023, the market has exhibited remarkable resilience this year,…
Long Bonds And A Dovish Fed
After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and precious metal miners…
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax…
Charitable Giving Year-End Checklist
Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others…
Understanding the People in Your Plan (Estate Documents)
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to…
Timeless Wisdom from the Life of Charlie Munger
Introduction While widely recognized as Warren Buffett’s trusted confidant, Charlie Munger was more than just a right-hand man; he was…
Insights Into Investing from “Zero to 1”
Investing in emerging technologies isn’t for the faint of heart. This reality became abundantly clear when two leading companies in…
The Fed Pauses…Now What?
A little under a month ago, various Federal Reserve governors started to signal that the US central bank might have…
Housing and Commercial Real Estate Chartbook
In this webinar edition of Evergreen Chartbook, Co-Chief Investment Officer Jeff Dicks and Senior Analyst Gherman Howell discuss insightful charts,…
Soup Up Your Balanced Portfolio, Don’t Take it to the Junkyard!
On October 19th, the Wall Street Journal (WSJ) published an article by Eric Wallerstein entitled, “The Trusted 60-40 Investing Strategy…