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January 30, 2025
ChatGPT vs. DeepSeek: Two Generative AI Models Square Off
Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The unveiling of DeepSeek's R1 model triggered a sharp market reaction, shaking confidence in companies that have benefited from AI-driven tailwinds in recent years. Nvidia bore the brunt of the fallout, losing a record $589 billion market value in a […]
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January 23, 2025
Your Social Security Benefits after Repeal of the WEP/GPO
On January 6th, the Social Security Fairness Act was signed into law. It repeals two targeted programs that limited benefits for a small subset of Americans, all of whom spent part of their working life as public employees, whether for a federal, state, or local government entity that did not pay into Social Security. If […]
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January 17, 2025
Quarterly Market Update - January 2025
This week, tune in as Jeff Dicks, Evergreen's Co-Chief Investment Officer, provides a thorough analysis of the markets through 31 detailed charts. He contextualizes some of the markets’ most intensely debated topics including inflation, fed policy, and economic growth. Wealth Advisor Kaeli Creed offers some of our clients most frequently asked questions as the two […]
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January 9, 2025
Are US Tariffs A Tool Or A Goal?
Note: This article was published in November, and some of its content may be slightly outdated as it reflects the context and developments at that time. For investors, the arrival of any new US administration delivers the challenge of figuring out which campaign promises will end up as policy, and which will end up on […]
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January 2, 2025
IPOs to Watch in 2025
The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge that connects private and public markets. Without a healthy flow between these two markets, private market investors often have less liquidity to reinvest into the innovation ecosystem. Conversely, public market investors may miss out on opportunities to invest in […]
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December 19, 2024
David Hay and Jeff Dicks Discuss the Economy, Markets, and Income Investing with David Lin
In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen's Co-CIO's, tackle some of the most pressing issues in the global economy. The discussion covers the bond market's trajectory, inflationary trends, Federal Reserve policies, and the strength of the U.S. dollar. They also delve into the dynamics of equity valuations […]
By: Evergreen Gavekal
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December 11, 2024
2025 Retirement Plan Updates
Stay ahead in your retirement planning with the latest updates for 2025. Notable changes, including increased contribution limits and unique opportunities for those in their early 60s, can significantly impact your strategy. Regularly reviewing your retirement accounts is essential for optimizing your financial picture. Contribution Limits Updated Phase-Out Ranges Year-End Retirement Planning Best Practices For […]
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December 5, 2024
The Roundtable Insight – Louis-Vincent Gave and Yra Harris
This week we present an interview with Louis-Vincent Gave of Gavekal and Yra Harris, a seasoned macro-global trader and frequent analyst on Bloomberg and CNBC, who discuss U.S.-China relations, industrial policies, and economic strategies. The dialogue explores the parallel stimulus approaches of Trump and Xi, offering insights into their impact on global markets and geopolitical […]
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November 27, 2024
Will the IPO Market Build Momentum in 2025?
This time last year, we explored whether the IPO market would rebound in 2024 after several challenging years. The article featured two perspectives: one from Marina Temkin of PitchBook, who expressed skepticism about a 2024 resurgence, and another with a more optimistic outlook on IPOs to watch. While the IPO market remained subdued through much […]
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November 20, 2024
2024 Year-End Planning
As we approach the end of the year, it’s essential to finalize key action items to maximize your tax efficiency and optimize your financial plan. Review the key points below, and reach out to your wealth consultant to ensure you are well-prepared for 2025. Please note that processing times at Charles Schwab and other custodians […]
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