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July 20, 2023
Gifting Strategies
Gifting during your lifetime is a terrific way to reduce estate taxes and transfer assets to the next generation tax-free. The Tax Cuts and Jobs Act of 2017 doubled the estate tax exemption, offering an opportunity for high-net-worth families to transfer more wealth tax-free before 2026. We recommend reviewing your wealth transfer and gifting strategy […]
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July 6, 2023
The Surprises Of 2023
We are now past the halfway point of the year and, like every year, events have occurred that were either predictable, understandable in hindsight, or genuinely came out of the blue. In the following pages, I will review the more important developments thus far in 2023, and take a stab at assessing what they tell […]
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June 29, 2023
Piece by Piece
“Only when the tide goes out do you discover who’s been swimming naked.” – Warren Buffett Technology-focused investment firm Tiger Global Management has long been heralded as one of the industry’s top private equity investors. Since launching its private equity fund in 2003, the firm has deployed capital into more than 1,000 companies across nine […]
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June 22, 2023
Utilizing a Health Savings Account
Healthcare costs in America have continued to increase steadily. The Bureau of Labor Statistics estimates that 8.1% of personal expenditures are spent on healthcare, up from 5.9% in 2004.[1] These average out to roughly $13,000 per person annually[2]. Health Savings Accounts (HSAs) were created to help address our country's mounting healthcare expenses by offering unique […]
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June 15, 2023
Why You Shouldn’t Care So Much Where Stocks Are Headed……
“A man is only as good as his tools.” ― Emmert Wolf I’m amazed by how many investors seem to fixate on the stock market, while many other asset classes comprise an equal or more significant portion of their overall wealth. News outlets fuel the hysteria by dissecting every microscopic piece of data as if it will […]
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June 8, 2023
Public Tech Markets Rally, Will Private Markets Follow Suit?
The tech-heavy Nasdaq has had an exceptional start to 2023, rising nearly 28% year-to-date. Last Friday, the Nasdaq capped its sixth consecutive week of gains, marking its longest winning streak since 2020. Nvidia's remarkable contribution to last week's risk-on run can’t be overlooked as the company briefly became the ninth-ever member to join the trillion-dollar […]
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June 1, 2023
The After-Effects Of The Debt Ceiling Deal
Saturday’s 11th-hour deal to suspend the US federal debt limit until 2025 will bring down the curtain on the political drama over the debt ceiling until after the 2024 election. But for investors, the story is far from over. The ripple-effects of the debt ceiling deal on financial markets and monetary policy are only just […]
By: Will Denyer
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May 25, 2023
The Importance Of Falling US Mortgage Rates
By Tan Kai Xian US mortgage rates have eased slightly in the last six months, with the average interest rate on 30-year fixed-rate mortgages falling 70bp from 7.1% to 6.4%. Arguably that’s no big deal, given the rate is still more than double its level at the beginning of 2021. But moderating inflationary pressure, the […]
By: Tan Kai Xian
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May 18, 2023
The US Recession Debate
In this edition of Evergreen Chartbook, we will examine both sides of the debate surrounding whether the US is headed towards a recession. These charts will highlight how conflicting many of the data points are, and help explain why the Fed’s Tod Barkin described this as “the most predicted potential recession in memory”. Ultimately, while […]
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May 11, 2023
College Funding Strategies
Saving for college can be daunting. Many parents are saving for their children’s education, but don’t know how prepared they will be for college costs in the future. Parents face the question of how much to save and which funding vehicles to use. Those with young children have uncertainty regarding what the future will look […]
By: Evergreen Gavekal
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