Recent Articles
Dario Cannot Pace The AI Frontier, But Real Yields Might
The artificial intelligence investment boom came under renewed threat Saturday when Anthropic’s chief executive argued that his company and others…
Qualified Charitable Distributions: A Tax-Smart Way to Give from Your IRA
For many individuals, charitable giving is an important part of financial and estate planning. If you are age 70½ or…
The Fed Just Made Its First Move Since 2023 – Here’s What It Means
The Federal Reserve raised interest rates on Wednesday for the first time in three years, moving decisively against President Trump’s…
Are Apple Events Still Headline News?
Apple has arguably produced the most consequential consumer technology since the turn of the millennium. It’s hard to understate how…
The Way Ahead For US Hyperscalers
The big US tech companies, including Amazon, Meta and Alphabet, have long commanded investors’ attention. For years, their business model…
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…