Blog

May 11, 2023
College Funding Strategies
Saving for college can be daunting. Many parents are saving for their children’s education, but don’t know how prepared they will be for college costs in the future. Parents face the question of how much to save and which funding vehicles to use. Those with young children have uncertainty regarding what the future will look […]
By: Evergreen Gavekal
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May 4, 2023
Could AI Steal Your Job?
Artificial Intelligence (AI) has been one of the hottest topics in business, finance, and technology over the past two quarters. While the concept of AI has been around since the 1950s, it wasn’t until November 2022 that AI went mainstream and became a “household topic” with the emergence of ChatGPT. Like many emerging technologies that […]
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April 27, 2023
Blackstone foresees a 'golden moment' in private credit after bank failures [PitchBook]
Last month, Evergreen made the argument that private credit and PE firms would benefit from the slew of bank failures triggered by Silicon Valley Bank's (SVB) sudden collapse. In its recent Q1 2023 earnings call, Blackstone, the world's largest alternative asset manager, reaffirmed this belief. During its call, Blackstone's CEO, Stephen Schwarzman, stated that "[Blackstone] believe[s] this could […]
By: Evergreen Gavekal
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April 20, 2023
Believe in Inflation Expectations
By Tan Kai Xian The US inflation data for March painted a picture of moderating price pressures, with the year-on-year increases in consumer prices, producer prices, and import prices all easing. But the messaging around inflation remains discordant. In recent days, financial luminaries including JP Morgan boss Jamie Dimon, Larry Fink at Blackrock and Bank […]
By: Evergreen Gavekal
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April 13, 2023
Washington State Capital Gains Tax
In March 2023 the Washington State Supreme Court upheld the capital gains tax in a 7-2 ruling, citing that it is an excise tax, not an income tax, and thus legal under state law. This new tax brings significant complexity to tax planning and filing, as well as navigating the new website to pay the […]
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April 6, 2023
AI Regulation Rhetoric Heats Up
The use of artificial intelligence (AI) has grown exponentially in recent years, revolutionizing various industries and transforming the way we live and work. From self-driving cars to virtual assistants, AI is becoming an increasingly integral part of our daily lives. However, as AI becomes more advanced and its applications become more widespread, the question of […]
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March 30, 2023
March Market Update
For this week’s Evergreen Virtual Advisor, we are releasing a podcast with our Director of Private Wealth, Jeff Otis and our Co-CIO, Jeff Dicks to summarize recent events in the banking industry. Some topics they cover: As always, thank you for listening! DISCLOSURE: This material has been prepared or is distributed solely for informational purposes […]
By: Evergreen Gavekal
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March 22, 2023
Peace Breaks Out
By Louis Vincent-Gave Given the Ukraine war, political upheaval in France, the looming arrest of a former US president, and worrisome bank failures, it would be easy to conclude that the world is going to hell in a handbasket. Yet, amid the bad news, recent weeks have seen two encouraging developments. The first is the […]
By: Evergreen Gavekal
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March 16, 2023
SVB'S Collapse Offers Unexpected Opportunity for Private Credit and Private Equity
Silicon Valley Bank’s (SVB) sudden collapse rocked the tech community and financial markets last week. The second-largest bank failure in US history combusted in less than 48 hours, leaving depositors unsure about whether the government, Federal Reserve, another large banking institution, or a hedge fund would help rescue billions of uninsured deposits by the time […]
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March 9, 2023
Making the Most of Social Security
Weighing your Social Security benefit options can get complicated, quickly. The most common questions we hear at Evergreen are about timing: should I take my benefits as early as possible to avoid withdrawing funds from my investment portfolio (thereby giving them extra time to grow)? Or should I wait as long as possible to take […]
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