Retirement Planning Checklist: Preparing for a Successful Transition
Retirement is one of the most significant financial transitions you will experience. A successful retirement requires coordination across income planning,…
Code and Concrete: Why Opposites Attract
While there can be exceptions, most of the wealth accumulation we observe from Evergreen clients has been derived from technology…
Billion-Dollar Rounds Are Surging. Is That a Good Thing?
Ten-figure financings may be a rational response to the capital needs of AI, energy, space, and advanced manufacturing companies. However,…
What Washington’s Three New Taxes Mean for Your Next Liquidity Event
Washington used to be simple, at least on the tax front. No income tax, no estate tax to speak of,…
Data Center Power, Land, and Opposition
This week, we’re highlighting a video featuring Graham Williams, President of Tract and Senior Managing Director at Tract Capital, on…
Update: How to Open and Manage a Trump Account
Since our original post on January 8, 2026, the IRS and Treasury have released more details on the enrollment and…
Important Recent Developments
A quick glance at financial markets would seem to indicate that everyone has taken a month off to watch the…
Market Update – Q3 2026
This quarter’s rally didn’t come from where you’d expect. After AI-driven mega-cap stocks powered much of the last two years’…
5 Observations on the Job Market
Data on the health of the job market is one of the most important inputs for understanding the economy. It…
Gerry Cardinale on Sports, Media, and Investing
This week, we’re highlighting a recent interview with Gerry Cardinale, Founder and Managing Partner of RedBird Capital, on the evolving…