Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax…
Charitable Giving Year-End Checklist
1audio {“id”:23204} –> Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the…
Understanding the People in Your Plan (Estate Documents)
On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to…
Timeless Wisdom from the Life of Charlie Munger
1audio {“id”:22750} –> Introduction While widely recognized as Warren Buffett’s trusted confidant, Charlie Munger was more than just a right-hand…
Insights Into Investing from “Zero to 1”
1audio {“id”:22384} –> Investing in emerging technologies isn’t for the faint of heart. This reality became abundantly clear when two…
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…
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,…
Soup Up Your Balanced Portfolio, Don’t Take it to the Junkyard!
1audio {“id”:21310} –> On October 19th, the Wall Street Journal (WSJ) published an article by Eric Wallerstein entitled, “The Trusted…
Navigating Medicare Open Enrollment
1audio {“id”:21039} –> As the leaves change colors and fall ushers in a new season, it also marks the beginning…
Lessons from Owning a Professional Sports Team
1audio {“id”:20712} –> According to the National Collegiate Athletic Association (NCAA), the dream of playing professional sports is achieved by…