Blog

November 30, 2023
Timeless Wisdom from the Life of Charlie Munger
Introduction While widely recognized as Warren Buffett's trusted confidant, Charlie Munger was more than just a right-hand man; he was an accomplished investor in his own right. Initially a real estate attorney, Munger transitioned into real estate investment and development early in his career. He later became Chairman of Wesco Financial Corporation, which began as […]
By: Evergreen Gavekal
Read This >>
November 22, 2023
Insights Into Investing from "Zero to 1"
Investing in emerging technologies isn’t for the faint of heart. This reality became abundantly clear when two leading companies in the Space and Artificial Intelligence (AI) industries experienced both literal and figurative combustible moments last week. In the literal sense, Elon Musk’s SpaceX launched its highly anticipated next-generation megarocket, dubbed "Starship," into orbit on Saturday […]
Read This >>
November 16, 2023
The Fed Pauses...Now What?
A little under a month ago, various Federal Reserve governors started to signal that the US central bank might have reached its terminal destination in this hiking cycle. Of course, such statements were replete with caveats that short rates would stay “higher for longer”, even as history shows that, aside from 2006-07, once the Fed […]
Read This >>
November 9, 2023
Housing and Commercial Real Estate Chartbook
In this webinar edition of Evergreen Chartbook, Co-Chief Investment Officer Jeff Dicks and Senior Analyst Gherman Howell discuss insightful charts, depicting everything from housing affordability to private real estate opportunities. DISCLOSURE: Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client […]
Read This >>
November 2, 2023
Soup Up Your Balanced Portfolio, Don't Take it to the Junkyard!
On October 19th, the Wall Street Journal (WSJ) published an article by Eric Wallerstein entitled, “The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations. Higher interest rates and inflation are upending millions of Americans’ retirement planning. Wall Street’s boilerplate mix of stocks and bonds isn’t cutting it anymore.” In short, the author […]
Read This >>
October 26, 2023
Navigating Medicare Open Enrollment
As the leaves change colors and fall ushers in a new season, it also marks the beginning of an essential period for millions of Americans – Medicare Open Enrollment. This annual window, which runs from October 15th to December 7th, offers beneficiaries the opportunity to review, modify, and enhance their Medicare coverage. For many, this […]
Read This >>
October 19, 2023
Lessons from Owning a Professional Sports Team
According to the National Collegiate Athletic Association (NCAA), the dream of playing professional sports is achieved by less than 2% of all college athletes. While becoming a professional athlete is undoubtably an exclusive club that takes immense amounts of grit, skill, and hard work, perhaps one of – if not the – most exclusive club […]
By: Evergreen Gavekal
Read This >>
October 5, 2023
The Sustainability of US Debt (Part One)
A political deal may have been cobbled together to keep the US government operating until November, but on Monday treasuries kept selling off. As investors game out what the funding deal means for monetary policy, they are unlikely to find succor in the US’s poor fiscal outlook. Some analysts blame this fiscal deterioration on past […]
By: Will Denyer
Read This >>
September 28, 2023
IPO Market Gains Momentum
Activity in the Initial Public Offering (IPO) market plays a pivotal role in guiding private market companies and investors alike. While IPO activity all but dried up in 2022, the IPO market has shown signs of life in 2023. In 2022, a meager 71 IPOs managed to raise $7.7 billion in proceeds in the United […]
Read This >>
September 21, 2023
A Guide to Advanced Medical Directives
Advanced Medical Directives help articulate healthcare preferences and designate trusted advocates to make crucial decisions on your behalf when you cannot do so. These documents are a vital component of any well-drafted estate plan. This article summarizes common directives and considerations for drafting and reviewing these instructions and appointments. We recommend reviewing these documents every […]
Read This >>
  • Categories

NEWSLETTER