Recent Articles
Yes, Nvidia’s Results Were Terrific. But…
Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap…
Warren Buffett’s Quiet Hand-Off: Lessons from His Thanksgiving Letter
Few things in life are certain, but one truth holds up every time: Father Time is undefeated. Warren Buffett, the…
Year-End Financial Planning Checklist
As the year draws to a close, now is the time to ensure your financial plan and tax strategy are…
The Energy Trade-Off
The American economist Thomas Sowell famously said that, in life, “there are no solutions, only trade-offs”. While this is undeniably…
Beyond the Binary: The Dawn of Quantum Computing
Emerging industries often demand a leap of faith from investors — a willingness to believe in what could be. Quantum…
Spilling the Beans
In mid-September, I asked which megatrends will reshape the global economy over the coming decade. Possible answers included the rollout…
529 Plan Changes Under the OBBBA
With the passage of the One Big Beautiful Bill Act (OBBBA), education planning has become more flexible, and potentially more…
Market Update – Q3 2025
The past quarter saw financial markets perform exceptionally well, even as a few cracks began to appear in the broader…
Quarterly Market Update – June 2025
The economic and market landscape has shifted meaningfully in the past few months. This quarterly market update with Jeff Dicks,…
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…
Quarterly Market Update – October 2024
This week, tune in as Jeff Dicks, Evergreen’s Co-Chief Investment Officer, provides a thorough analysis of the markets through 43…
Quarterly Market Update – July 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the third quarter of…