2022 Market Expectations
Happy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen’s co-CIO), discuss investment…
Coffee with Evergreen #19
In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell, Evergreen’s Senior Analyst, to discuss the main economic…
Coffee with Evergreen #18
In this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen’s Senior Financial Planners, Katie Vercio, CFP®. They…
Financial Impacts of Divorce and How You Can Prepare
As an asset manager, outsiders may believe Evergreen’s primary duty is to invest money. What we know from nearly 40…
Coffee with Evergreen #17
In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client…
Coffee with Evergreen #16
In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th.
Coffee with Evergreen #15
In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen’s Senior Analyst, Gherman Howell. Gherman gives a high-level overview…
A Behind the Scenes Look at Seattle’s VC Landscape
Evergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of…
Greater Seattle Area’s Real Estate Boom
Local real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be…
Coffee with Evergreen #14
In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee’s outlook on…
Afghanistan, China, “De-Dollarization”
Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on…
Planning for Tax Reform
In 2020, Evergreen published a podcast on our thoughts about preparing for Biden’s tax plan. Now, we are offering more…