Blog

August 12, 2022
Reviewing IRA Beneficiaries
Evaluating beneficiary designations is an important and often overlooked part of the estate planning process. If information is missing, outdated, or inconsistent with other estate documents, it can cause the accounts to not pass as they were intended, as well as increase taxes and expenses. Keep in mind your wealth transfer goals and discuss estate […]
Read This >>
August 5, 2022
Muddy Waters
Tensions between the United States and China continued to rachet higher this week as House Speaker Nancy Pelosi visited Taiwan despite warnings and provocations from Beijing and concerns from President Biden. Pelosi’s visit comes on the heels of news last Friday that the U.S. Securities and Exchange Commission (SEC) added one of China’s largest and […]
Read This >>
July 29, 2022
The Fed’s Reaction Function
By Will Denyer The Federal Reserve is on a mission to put the inflation genie back in the bottle. With both trailing inflation and forward inflation expectations running above policymakers’ comfort zone, the Fed will continue to tighten aggressively, most likely raising interest rates by 75bp, or possibly even 100bp, this Wednesday. [Editor's note: the […]
By: Evergreen Gavekal
Read This >>
July 22, 2022
A Traffic Jam On The Internet Superhighway
The following article was originally published on Forbes.com by Evergreen Gavekal's Technology Advisor, Michael Johnston. If you think of the wireless internet as a multilane highway, we’re rapidly heading toward an inflection point. When the highway was first built by global mobile network operators (MNOs), there were fewer cars (devices) on the road. Now, however, personal computing […]
Read This >>
July 15, 2022
Best Practices for Reviewing your Estate Plan
As your life evolves, so should your estate plan. Many individuals “set it and forget it”, that is to say, they draft initial documents and then do not revisit them. While having an outdated plan can be better than no plan at all, not updating documents can lead to many issues when it comes to […]
Read This >>
July 8, 2022
Don’t Believe The US Recession Forecasts
Dear Clients and Readers,  This week, we are presenting a thought-provoking article from Gavekal Research's Co-Founder, Anatole Kaletsky. In his piece, Anatole shares a contrarian take on the current outlook for the US economy. While we don't necessarily agree wholeheartedly with his forecast, his viewpoint bears consideration, especially as the consensus for a recession continues to […]
By: Evergreen Gavekal
Read This >>
July 1, 2022
Self-Sustainability is the New Black
Quote: “Today is a sad day at [MasterClass]. I made the really hard decision to reduce our team by 20% to adapt to the worsening macro environment and get to self-sustainability faster.” – David Rogier, CEO of MasterClass Self-Sustainability is the New BlackDuring the heat of the latest growth boom, most business operators and investors […]
By: Evergreen Gavekal
Read This >>
June 24, 2022
Diet and Exercise…
In dieting and investing, it would seem that self-discipline plays a crucial role. So, what does self-discipline mean for investors? I think it can be a number of things, but here are some of the most critical elements as it relates to investment discipline.
Read This >>
June 17, 2022
Understanding Equity Compensation
Equity compensation is taking up a larger percentage of income for many employees. Company stock can provide incentives and attract top talent, but it can also lead to significant tax implications and employees can end up taking on too much risk in one security.  It is important to understand how these different types of compensation […]
Read This >>
June 10, 2022
Looking For Silver Linings
As the Cambridge economist Arthur Cecil Pigou once noted, “the era of optimism dies in the crisis, but in dying it gives birth to an era of pessimism.” This could describe most investors’ pivot on China over the past few years.
By: Evergreen Gavekal
Read This >>
1 2 3 85
  • Categories