IPOs to Watch in 2024
In May 2019, the inaugural edition of our now-annual “IPOs to Watch” series highlighted a selection of Initial Public Offerings…
Will the IPO Market Rebound in 2024?
1audio {“id”:23522} –> Despite initial predictions of a continued market decline from 2022 into 2023, the market has exhibited remarkable…
Long Bonds And A Dovish Fed
1audio {“id”:23441} –> After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and…
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…