Concentrated Stock Risks: How to Protect Your Wealth and Achieve Long-Term Goals
Many investors find themselves with a substantial portion of their wealth tied up in a single company. This might come…
10 Tips for Women to Maximize Their Retirement
Women face unique financial challenges when planning for retirement. Expectations that they will assume the majority of caregiving responsibilities toward…
Why You Should Hire a Financial Advisor
The role of a financial advisor has evolved significantly over the past few decades. With advancements in technology, individual investors…
US Housing And Government Action
In setting out their election platforms, both Democrats and Republicans want to address housing affordability, which has become a hot-button…
Why Sitting in Money Markets May Prove Costly
This week’s article discusses what to do with cash balances that have become unwieldy, something we’ve started to notice a…
Buy The Dip? Or Embrace The Rotation?
Back in 2000, when technology stocks hit the wall, one of Gavekal’s first clients told us: “It’s OK. Bear markets…
Think Ahead: Expert Advice on Personal Audit Risk
This week’s newsletter is highlights our latest podcast, one of Evergreen Gavekal’s wealth advisors Kaeli Kaainoa, CFP® & CEPA, sits…
The Modern Space Race
1audio {“id”:32731} –> The Space Race that ignited during the mid-20th century was not merely a competition for national prestige;…
Quarterly Market Update – July 2024
This week’s newsletter features a presentation by Evergreen’s Co-Chief Investment Officer, Jeff Dicks. He reflects on the third quarter of…
What Drives Innovation?
Modern welfare states need economic growth to keep their show on the road. The ever-rising costs of pensions, of health…