Navigating the unfolding narrative of the tech industry this week is akin to a captivating blockbuster with unexpected twists. Heading into the week, Microsoft, Alphabet (Google), Apple, Amazon, and Meta (Facebook) had investors on the edge of their seats, hoping and praying that several members of the “Magnificent Seven” would… Read More
Microsoft employees have many opportunities to defer their current income, save on taxes, and set up future retirement goals. Make sure you understand the various components of your benefits package, so you are taking care of your current cash flow needs while planning for future objectives. Reach out to your… Read More
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last four years there are many items to be aware of looking forward. For 2024 the IRS announced substantial inflation adjustments that mean higher thresholds for tax brackets, a larger standard… Read More
Even if I told you the future, you wouldn’t believe it! Investors are constantly trying to read the economic tea leaves, attempting to decipher, digest, and predict what’s going to happen next. This is a difficult prospect at best and a fool’s errand at worst. The takeaway I hope readers… Read More
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the final quarter of 2023 and reviews the investment committee’s 2024 market outlook in 32 charts. In addition to these insights, Jeff also discusses key themes to pay attention to for the upcoming year. … Read More
In May 2019, the inaugural edition of our now-annual “IPOs to Watch” series highlighted a selection of Initial Public Offerings (IPOs) for investors to watch. At the time, we titled the article “Chasing Unicorns,” reflecting the unprecedented surge of unicorn companies – private entities valued at over a billion dollars… Read More
Despite initial predictions of a continued market decline from 2022 into 2023, the market has exhibited remarkable resilience this year, approaching all-time highs as expectations around inflation and the Fed’s next move have shifted. Recently, Evergreen’s partner, Louis Vincent-Gave, published a comprehensive review of several unexpected bull markets that we… Read More
After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and precious metal miners soared, and long-bond yields around the world, but especially in the US, fell. On the following day, the European Central Bank came out and essentially said “we don’t know what… Read More
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax laws. While there has been no significant tax legislation this year, there is more certainty about how previous legislation which became effective this year may impact you. This memo provides… Read More
Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others and fostering a sense of community. Reviewing a checklist before the end of 2023 can be beneficial in ensuring that your contributions are aligned with your values and optimized for… Read More
