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April 6, 2023
AI Regulation Rhetoric Heats Up
The use of artificial intelligence (AI) has grown exponentially in recent years, revolutionizing various industries and transforming the way we live and work. From self-driving cars to virtual assistants, AI is becoming an increasingly integral part of our daily lives. However, as AI becomes more advanced and its applications become more widespread, the question of […]
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March 30, 2023
March Market Update
For this week’s Evergreen Virtual Advisor, we are releasing a podcast with our Director of Private Wealth, Jeff Otis and our Co-CIO, Jeff Dicks to summarize recent events in the banking industry. Some topics they cover: As always, thank you for listening! DISCLOSURE: This material has been prepared or is distributed solely for informational purposes […]
By: Evergreen Gavekal
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March 22, 2023
Peace Breaks Out
By Louis Vincent-Gave Given the Ukraine war, political upheaval in France, the looming arrest of a former US president, and worrisome bank failures, it would be easy to conclude that the world is going to hell in a handbasket. Yet, amid the bad news, recent weeks have seen two encouraging developments. The first is the […]
By: Evergreen Gavekal
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March 17, 2023
Evergreen Ventures Podcast: Uncharted Optimism
Welcome to the inaugural Evergreen Ventures podcast, Unchartered Optimism. Evergreen Ventures is the private investment arm of Evergreen. We seek investments in private markets that offer unique return profiles in markets that are less understood and not as available to the average investor. This includes venture capital, private equity, and private credit, to name a […]
By: Evergreen Gavekal
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March 16, 2023
SVB'S Collapse Offers Unexpected Opportunity for Private Credit and Private Equity
Silicon Valley Bank’s (SVB) sudden collapse rocked the tech community and financial markets last week. The second-largest bank failure in US history combusted in less than 48 hours, leaving depositors unsure about whether the government, Federal Reserve, another large banking institution, or a hedge fund would help rescue billions of uninsured deposits by the time […]
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March 9, 2023
Making the Most of Social Security
Weighing your Social Security benefit options can get complicated, quickly. The most common questions we hear at Evergreen are about timing: should I take my benefits as early as possible to avoid withdrawing funds from my investment portfolio (thereby giving them extra time to grow)? Or should I wait as long as possible to take […]
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February 24, 2023
Washington’s New Capital Gains Tax
Director of Financial Planning, Katie Vercio speaks on the new Washington Capital Gains tax with Mitch from Mitch Unfiltered. Tune in below. For those who are looking for a financial plan, take our comprehensive 4-minute survey to see if you are a fit with Evergreen Gavekal's wealth management approach. 
By: Evergreen Gavekal
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February 23, 2023
Weighing The Emerging Markets
By Udith Sikand and Vincent Tsui Does the pullback of the last few weeks ring time on the rally that lifted emerging market assets and currencies from October to January? Or does it present an attractive entry point for investors who may have missed the first stage of a protracted period of outperformance that promises […]
By: Evergreen Gavekal
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February 15, 2023
Private Market Sentiment Remains Bullish Despite Headwinds
There’s a popular axiom on Wall Street that two emotions drive markets: fear and greed. Warren Buffett immortalized the contrarian viewpoint on this subject, famously declaring that investors should “be fearful when others are greedy and greedy when others are fearful.” Sentiment indicators quantify market psychology and are often used to gauge bullish or bearish […]
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February 8, 2023
Planning For Medicare Part B IRMAA Surcharges
Millions of Americans turn 65 every year and sign up for Medicare, and beneficiaries should be aware of strategies that can help save money on premiums. From 1966 when the Part B premium was $3 per month, until 2006, when it was $88.50 per month, all beneficiaries paid the same premium, which covered about 25% […]
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