Navigating the REIT Market
In this episode of Evergreen Exchange, Jeff Otis, Director of Private Wealth, interviews Gherman Howell, Senior Analyst, to discuss real…
August Market Update
In this episode of Coffee with Evergreen, Jeff Otis, Director of Private Wealth, interviews Jeff Dicks, Co-Chief Investment Officer, to…
Breaking News on the Debt Ceiling
In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO Jeff Dicks to discuss a very relevant topic: the…
April Market Update
In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession…
Should AI be Regulated?
In this episode of Coffee with Evergreen, Jeff Otis interviews Michael Johnston to discuss the impact of new developments in artificial intelligence…
March Market Update
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-CIO, Jeff Dicks to summarize recent…
2022 Tax Filing Season
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Tax Director, Kelly Sterling to discuss…
January Market Update
In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-Chief Investment Officer, Jeff Dicks to…
December Market Update
In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Senior Analyst, Gherman Howell to discuss the December Market update.…
Year-End Planning
In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Director of Financial Planning, Katie Vercio to discuss the…
Special Needs Planning
In this episode of Coffee with Evergreen, Evergreen GaveKal’s Tygue Howland, a member of our Business Development Team, is joined…
Charitable Giving: More than just a Tax Break
In this episode of Coffee with Evergreen, Evergreen GaveKal’s Senior Financial Planner & Regional Director of our Lake Oswego office,…