Blog

April 22, 2022
Managing Concentrated Positions
Many investors accumulate large amounts of wealth by investing in a single company, whether that be from executive compensation, inheritance, or just smart stock picking. What can start out as a diversified portfolio may have morph into one stock taking up a large percentage of the portfolio. We see this frequently in the Pacific Northwest, where tech companies have seen massive growth and many employees of these companies have benefited greatly.
By: Evergreen Gavekal
Read This >>
March 25, 2022
Planning Strategies for Market Volatility
When markets are down, it is easy to panic and question your investment strategy. While markets have bounced back in the last two weeks, many indexes, such as the NASDAQ, are still in correction territory, and our investment team thinks we will likely see more volatility in 2022 than we have in recent years. No […]
Read This >>
February 25, 2022
Planning for Medical Costs in Retirement
Healthcare continues to be one of the largest expenses in retirement. While many other types of expenses tend to fall in retirement – such as entertainment and travel – the cost of healthcare continues to climb and represents a larger percentage of retirees’ budgets.
Read This >>
January 28, 2022
How Do Financial Advisors Add Value?
What is the role of a financial advisor? The landscape of financial services and advice has changed dramatically over the last few decades, as barriers to entry to investing have evaporated and individual investors can research, trade, and build portfolios all from their cell phones.
By: Evergreen Gavekal
Read This >>
October 1, 2021
The DNA of a Successful Client
Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full of cross currents. Some people are nervous, while others feel like they should be taking more risks.
Read This >>
October 5, 2020
Your Year-End Checklist
Set yourself up for success in 2021 2020 has been an unprecedented year that has left many investors feeling cautious about the markets and concerned about retirement. Does your financial plan need to be updated? At Evergreen we have a quarterly review schedule to make sure our clients' needs are being reviewed on an ongoing […]
By: Evergreen Gavekal
Read This >>
July 2, 2020
Charitable Giving in a Time of Crisis
The global coronavirus pandemic has created unprecedented challenges for our families and communities. Many are wondering how we can make an impact during this time of uncertainty. Read on or watch the recorded webinar with Evergreen's Senior Financial Planner, Katie Vercio, CFP®, CDFA® and Schwab Charitable's Managing Director, Julia Reed, covering the most important topics […]
By: Evergreen Gavekal
Read This >>
March 30, 2020
How to Avoid Coronavirus Scams
In a time of increasing uncertainty, cybercriminals are looking to take advantage of individuals looking for information regarding COVID-19. Cybersecurity firms and the FBI are seeing an increasing number of phishing and malware scams, and expect the trend to continue as the virus spreads.
By: Evergreen Gavekal
Read This >>
March 30, 2020
Things to Remember in a Bear Market
Volatile and declining market conditions can cause panic and anxiety for investors. Remember as we go forward: these dips are what allows for us to take huge advantage of future upswings and help you meet your financial planning goals.
By: Evergreen Gavekal
Read This >>
March 30, 2020
Common IRA Questions Answered for Retirees
This informative session is a must-listen for owners of IRAs who are heading into retirement. Jeff Otis and Katie Vercio will discuss topics related to required minimum distributions, implications of the recent SECURE Act, Roth IRA conversions, and estate planning considerations.
By: Evergreen Gavekal
Read This >>
  • Categories