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…
Public and Private Markets for 2023
In this Deep Dive, Director of Private Wealth, Jeff Otis interviews Managing Director, Jeff Eulberg to discuss the outlook of…
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…
Assessing Global Market Conditions
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what…
October Market Update
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO, Jeff Dicks, to give us an October market…
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,…
August Market Update
In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO Jeff Dicks and Senior Analyst Gherman Howell on Evergreen…
How to Plan for Market Volatility
In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what…
July Market Update
In this episode of Coffee with Evergreen, Evergreen GaveKal’s Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff…