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February 15, 2024
Understanding Amazon Executive Compensation
Amazon provides a range of benefits designed to assist employees in wealth accumulation, risk management, and retirement planning. Make sure you understand the opportunities that are available to you and how to make the most of your compensation package. Working with our team of wealth consultants can help you better understand how the choices you […]
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February 8, 2024
An Unusual Friday
By: Louis-Vincent Gave Friday was a most unusual day in markets for a number of reasons: • The US payroll report for January exceeded even the most optimistic forecasts. Without belaboring the point, almost every single category of US employment topped expectations, pointing to a job market that remains very tight, especially for construction workers, […]
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February 1, 2024
Can AI Enthusiasm Carry Big Tech Through Earnings Season?
Navigating the unfolding narrative of the tech industry this week is akin to a captivating blockbuster with unexpected twists. Heading into the week, Microsoft, Alphabet (Google), Apple, Amazon, and Meta (Facebook) had investors on the edge of their seats, hoping and praying that several members of the “Magnificent Seven” would deliver data justifying the recent […]
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January 25, 2024
Understanding Microsoft Executive Compensation
Microsoft employees have many opportunities to defer their current income, save on taxes, and set up future retirement goals. Make sure you understand the various components of your benefits package, so you are taking care of your current cash flow needs while planning for future objectives. Reach out to your wealth consultant to review how […]
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January 19, 2024
Key Financial Data 2024
While there were no significant tax law changes in 2023, with three major pieces of legislation passed within the last four years there are many items to be aware of looking forward. For 2024 the IRS announced substantial inflation adjustments that mean higher thresholds for tax brackets, a larger standard deduction, and an increase in […]
By: Evergreen Gavekal
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January 18, 2024
2023: A Year in Review
Even if I told you the future, you wouldn’t believe it! Investors are constantly trying to read the economic tea leaves, attempting to decipher, digest, and predict what’s going to happen next. This is a difficult prospect at best and a fool’s errand at worst. The takeaway I hope readers extract from this piece is […]
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January 11, 2024
Quarterly Market Update - January 2024
This week's newsletter features a presentation by Evergreen's Co-Chief Investment Officer, Jeff Dicks. He reflects on the final quarter of 2023 and reviews the investment committee's 2024 market outlook in 32 charts. In addition to these insights, Jeff also discusses key themes to pay attention to for the upcoming year.  DISCLOSURE: Securities highlighted or discussed in […]
By: Evergreen Gavekal
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January 4, 2024
IPOs to Watch in 2024
In May 2019, the inaugural edition of our now-annual “IPOs to Watch” series highlighted a selection of Initial Public Offerings (IPOs) for investors to watch. At the time, we titled the article “Chasing Unicorns,” reflecting the unprecedented surge of unicorn companies – private entities valued at over a billion dollars – emerging in private markets. […]
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December 28, 2023
Will the IPO Market Rebound in 2024?
Despite initial predictions of a continued market decline from 2022 into 2023, the market has exhibited remarkable resilience this year, approaching all-time highs as expectations around inflation and the Fed’s next move have shifted. Recently, Evergreen's partner, Louis Vincent-Gave, published a comprehensive review of several unexpected bull markets that we witnessed in 2023: Despite the […]
By: Evergreen Gavekal
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December 21, 2023
Long Bonds And A Dovish Fed
After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and precious metal miners soared, and long-bond yields around the world, but especially in the US, fell. On the following day, the European Central Bank came out and essentially said “we don’t know what the Fed is on about, […]
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