Blog

November 11, 2022
Updated Guidance for Inherited IRAs
When the SECURE Act went into effect in 2020, it significantly changed how beneficiaries take required minimum distributions (RMDs). [1] Previously, heirs could take distributions over their life expectancy, per the IRS Uniform Life Table [2]. If the original owner passed away after January 1, 2020, inherited IRAs are subject to the 10-year rule, where […]
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October 14, 2022
Year-End Planning Checklist
2022 has been a year of significant market turbulence, which has left many feeling cautious about the markets and concerned about the future. While it is impossible to predict where the market will be in the coming weeks and months, there are strategies to optimize your taxes and set you up for 2023. Use this […]
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July 15, 2022
Best Practices for Reviewing your Estate Plan
As your life evolves, so should your estate plan. Many individuals “set it and forget it”, that is to say, they draft initial documents and then do not revisit them. While having an outdated plan can be better than no plan at all, not updating documents can lead to many issues when it comes to […]
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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
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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 […]
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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.
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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
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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.
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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
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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
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