Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap earnings announcement. In today’s markets, emotion and narrative drive short term moves just as much as fundamental data. These hair trigger sentiment shifts have always influenced segments of the… Read More
Few things in life are certain, but one truth holds up every time: Father Time is undefeated. Warren Buffett, the legendary investor who has steered Berkshire Hathaway through decades of market cycles while building one of the most admired track records in history, is no exception. In his latest Thanksgiving… Read More
As the year draws to a close, now is the time to ensure your financial plan and tax strategy are aligned before December 31. Whether your focus is maximizing contributions, harvesting tax losses, or completing charitable gifts, taking action before year-end can make a meaningful impact. Contact your wealth consultant to… Read More
The American economist Thomas Sowell famously said that, in life, “there are no solutions, only trade-offs”. While this is undeniably true of most economic choices (i.e. tariffs typically benefit some producers and hurt most consumers), it seems especially true of energy-policy decisions. In recent years, Western policy makers have tended… Read More
Emerging industries often demand a leap of faith from investors — a willingness to believe in what could be. Quantum computing has long embodied that tension between promise and realization. The concept dates to the early 1980s, when American physicist Paul Benioff proposed the first quantum mechanical model of a… Read More
In mid-September, I asked which megatrends will reshape the global economy over the coming decade. Possible answers included the rollout of artificial intelligence and self-driving vehicles, the looming bankruptcy of Western welfare states, a structural bull market in Chinese equities, the second largest stock market in the world, and the… Read More
With the passage of the One Big Beautiful Bill Act (OBBBA), education planning has become more flexible, and potentially more powerful, for families using 529 plans. While these accounts have long been a popular tool for tax-advantaged saving, the new law broadens how funds can be used, offering expanded benefits… Read More
The past quarter saw financial markets perform exceptionally well, even as a few cracks began to appear in the broader economy. In this quarterly market update, Evergreen’s Chief Investment Officer, Jeff Dicks, explores the factors supporting this momentum: namely, the Federal Reserve’s rate cuts, strong consumer spending, and the accelerating… Read More
The economic and market landscape has shifted meaningfully in the past few months. This quarterly market update with Jeff Dicks, Evergreen’s Chief Investment Officer, analyzes the drivers behind the V-shaped stock market recovery—highlighting a resilient yet cooling labor market, rising consumer caution, and changing inflation expectations. He also explores where… 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
