December 21, 2023
Long Bonds And A Dovish Fed
After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and precious metal miners soared, and long-bond yields around the world, but especially in the US, fell. On the following day, the European Central Bank came out and essentially said “we don’t know what the Fed is on about, […]
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December 13, 2023
Year-End Tax Memorandum
By Wm. Kelly Sterling As another challenging year ends, it is important to keep abreast of changes in the tax laws.  While there has been no significant tax legislation this year, there is more certainty about how previous legislation which became effective this year may impact you.  This memo provides an overview of tax changes […]
By: Evergreen Gavekal
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December 7, 2023
Charitable Giving Year-End Checklist
Charitable giving is a powerful way to channel gratitude and generosity, creating a positive impact on the lives of others and fostering a sense of community. Reviewing a checklist before the end of 2023 can be beneficial in ensuring that your contributions are aligned with your values and optimized for tax efficiency. Take note of […]
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December 5, 2023
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 name for various roles in their estate plan. This podcast covers Vercio’s recent blog post “A Guide to Advanced Medical Directives” and goes more in-depth, using real-life examples of successes and challenges when those documents […]
By: Evergreen Gavekal
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November 30, 2023
Timeless Wisdom from the Life of Charlie Munger
Introduction While widely recognized as Warren Buffett's trusted confidant, Charlie Munger was more than just a right-hand man; he was an accomplished investor in his own right. Initially a real estate attorney, Munger transitioned into real estate investment and development early in his career. He later became Chairman of Wesco Financial Corporation, which began as […]
By: Evergreen Gavekal
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November 22, 2023
Insights Into Investing from "Zero to 1"
Investing in emerging technologies isn’t for the faint of heart. This reality became abundantly clear when two leading companies in the Space and Artificial Intelligence (AI) industries experienced both literal and figurative combustible moments last week. In the literal sense, Elon Musk’s SpaceX launched its highly anticipated next-generation megarocket, dubbed "Starship," into orbit on Saturday […]
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November 16, 2023
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 reached its terminal destination in this hiking cycle. Of course, such statements were replete with caveats that short rates would stay “higher for longer”, even as history shows that, aside from 2006-07, once the Fed […]
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November 2, 2023
Soup Up Your Balanced Portfolio, Don't Take it to the Junkyard!
On October 19th, the Wall Street Journal (WSJ) published an article by Eric Wallerstein entitled, “The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations. Higher interest rates and inflation are upending millions of Americans’ retirement planning. Wall Street’s boilerplate mix of stocks and bonds isn’t cutting it anymore.” In short, the author […]
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October 26, 2023
Navigating Medicare Open Enrollment
As the leaves change colors and fall ushers in a new season, it also marks the beginning of an essential period for millions of Americans – Medicare Open Enrollment. This annual window, which runs from October 15th to December 7th, offers beneficiaries the opportunity to review, modify, and enhance their Medicare coverage. For many, this […]
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October 19, 2023
Lessons from Owning a Professional Sports Team
According to the National Collegiate Athletic Association (NCAA), the dream of playing professional sports is achieved by less than 2% of all college athletes. While becoming a professional athlete is undoubtably an exclusive club that takes immense amounts of grit, skill, and hard work, perhaps one of – if not the – most exclusive club […]
By: Evergreen Gavekal
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