Blog

October 7, 2025
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 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 across K–12 and postsecondary education. […]
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October 3, 2025
Market Update - Q3 2025
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 growth fueled by AI. While […]
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September 25, 2025
Should I Invest in Bitcoin? (Part II)
In December 2017, we published a newsletter titled “Should I invest in Bitcoin?” At the time, Bitcoin was still a fringe asset gaining momentum. The price of one Bitcoin hovered above $10,000, and our advice then was to avoid it due to extreme volatility and uncertainty. That caution proved prudent: after quickly rising further, Bitcoin’s […]
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September 18, 2025
Louis Gave Discusses the Gold & AI: Deflationary Boom Ahead with Soar Financially
In this insightful interview on the Soar Financially show, Louis-Vincent Gave breaks down the key forces reshaping the global economy. The discussion covers gold’s surge past $3,700, the challenges facing AI companies burning through billions, and why the Federal Reserve’s moves may matter less amid a supply-driven shift from Asia’s re-industrialization. Gave also explores the […]
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September 11, 2025
2025 Estate Planning Changes
Estate planning is never a “set it and forget it” exercise, as laws continue to evolve at both the federal and state level. 2025 has brought meaningful updates that could impact Washington families, particularly those with larger estates. Thoughtful planning can help reduce estate tax liability and ensure assets pass smoothly to the next generation.   Federal Tax Exemption Update  The 2017 Tax […]
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September 4, 2025
Convictions And Concerns
“Those are my principles; and if you don’t like them, well, I have others” —Groucho Marx The summer holidays did not come soon enough. To be sure, it has been a busy year: tariffs, fights between White House and Federal Reserve, war in Iran, war in Ukraine, India-Pakistan war, Deep Seek and other AI advances, […]
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August 27, 2025
U.S. Government’s Intel Stake: A Turning Point in Strategic Investing?
The U.S. government’s decision to purchase a nearly 10% stake in Intel for $8.9 billion marks a historic shift in how Washington approaches private industry. Rather than acting only as a crisis backstop—as seen during the bailouts of banks and automakers in 2008—the government is now positioning itself as a proactive investor in industries deemed […]
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August 21, 2025
The Calculus of Value
By Howard Marks, Oaktree Capital We are presenting a memo from Howard Marks of Oaktree Capital that discusses how investors should think about value, price, and the interaction between price and value. Mr. Marks uses this framework to analyze the current state of the market, weighing in on whether market valuations are high by historical standards, fundamentals have […]
By: Evergreen Gavekal
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August 14, 2025
Charitable Giving Changes under the One Big Beautiful Bill Act (OBBBA) 
The recently passed One Big Beautiful Bill Act (OBBBA) introduces major changes to the tax treatment of charitable contributions. Starting in 2026, a new 0.5%-of-Adjusted Gross Income (AGI) floor will apply to most charitable deductions, creating important timing and planning opportunities for donors. New opportunities are also available for those who do not itemize deductions.   […]
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August 7, 2025
Value in a Sea of Risk
A cynic, wrote Oscar Wilde in Lady Windermere's Fan, is someone who "knows the price of everything but the value of nothing." A great quip, but in fairness, figuring out value is far harder than figuring out price. In Wilde's own era, Karl Marx famously (and wrongly) argued that value stemmed from the labor required […]
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