Evergreen Exchange

In today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a trough toward the end of the year, setting the stage for a rem...

In our latest podcast, one of Evergreen Gavekal’s seasoned CFP ® & CEPA professionals, Kaeli Kaainoa, sits down with our newest hire, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable lessons learned from her career, and how she will support our clients with her deep knowledge of tax strateg...

There are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa gets Co-CIOs, Jeff Dicks and David Hay, take on what investors should keep an eye on in 2024. Some topics discussed include the upcoming US presidential election and anticipated falling interest rates, rising federal debt, and removing emotions from portfolio decis...

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 are put in force. Some topics they cover: ·      What...

In this episode of Evergreen Exchange, Jeff Otis, Director of Private Wealth, interviews Gherman Howell, Senior Analyst, to discuss real estate investment trusts. Some topics they cover: What is a REIT and what areas can it invest in? What does the difference between leases and actual occupancy indicate about the future of office real estate? How has financing worked in the market's favor thus...

In this episode of Coffee with Evergreen, Jeff Otis, Director of Private Wealth, interviews Jeff Dicks, Co-Chief Investment Officer, to discuss market updates August. Some topics they cover: - 2023 has been an active year for the market. What are some highlights we've seen? -From a macroeconomic perspective, what has been driving the market this year? -How have bonds been performing in the cur...

In this Deep Dive with Evergreen, our Director of Private Wealth, Jeff Otis, interviews our Director of Financial Planning, Katie Vercio. Together, they discuss college investing strategies. Some topics they cover: College planning can be a large expense. What factors should you consider when planning for education? A few different types of accounts are used to set up college savings funds. What a...

In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO Jeff Dicks to discuss a very relevant topic: the debt ceiling. The debt ceiling/limit restricts how much the federal government can borrow to pay its bill and how it can allocate funds for future investments. The debt limit has been raised or suspended numerous times to avoid a default by the US government on its debt. However,...

In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession fears and a strong start to the year for stocks. Some topics they cover: Should investors trust the recent rally? Why do credit spreads not seem to be pricing in a recession? Should investors move from floating- to fixed-rate debt? Which sectors do w...

In this episode of Coffee with Evergreen, Jeff Otis interviews Michael Johnston to discuss the impact of new developments in artificial intelligence (AI). Some topics they cover: What is "generative AI"? What industries may be most impacted by AI, and how will it change efficiency? What are the pros and cons of regulation? How has AI positively impacted the market so far? As always, than...

In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-CIO, Jeff Dicks to summarize recent events in the banking industry. Some topics they cover: What events led up to the collapse of Silicon Valley Bank? What actions did the government take to reduce the risk of contagion and stabilize the banking industry? How are client accounts protected at brokerage hou...

For this week’s Evergreen Virtual Advisor, we are releasing a podcast with our CEO, Tyler Hay and our Director of Private Wealth, Jeff Otis to discuss the economy and portfolio management. Some questions they look to answer: What economic trends could have a lasting impact on the economy? What are some portfolio management observations you would make in today’s investing environment? What should a...

In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Tax Director, Kelly Sterling to discuss what you need to know this tax filing season. Some topics they cover: What life is like as a CPA this time of year? What are the updated laws on the Federal side? What are some common mistakes that individuals make on their taxes? As always, thank you for listening!

In this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-Chief Investment Officer, Jeff Dicks to discuss the January Market Update. Some topics they cover: Recap on recent recovery in the markets What risk remains? Anything the market seems to be missing? Bullish and bearish insights on returns As always, thank you for listening!

In this Deep Dive, Director of Private Wealth, Jeff Otis interviews Managing Director, Jeff Eulberg to discuss the outlook of Public and Private markets in 2023. Some topics they cover: This year’s outlook on publicly traded equities Our thoughts on real estate exposure and private investments Favorite investment opportunities in 2023 As always, thank you for listening!

In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Senior Analyst, Gherman Howell to discuss the December Market update. Some topics they cover: How should one go about tax harvesting? What should investors be paying attention to going into 2023? How are the markets looking as we wrap up the year? As always, thank you for listening! This episode was recorded on December 20...

In this episode of Coffee with Evergreen, Partner Jeff Otis interviews Director of Financial Planning, Katie Vercio to discuss the necessary steps for investors to take before year-end. Some topics they cover: Charitable Giving: What is the best way to gift? Retirement Planning: What should clients be considering? Tax Planning: What investors should be doing from a tax perspective. As always, than...

In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what it's like being a U.S. investor in today's global markets. Some topics they cover: China after the Party Congress. What are the political and investment implications? Thoughts on the U.S dollar, emerging markets, and energy? U.S. Mid-term Elections: What to be watching? As al...

In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO, Jeff Dicks, to give us an October market update. Some topics they cover: What is currently driving markets? There have only been three years in history when both stocks and bonds have been down. What does this mean is happening in the bond market? What are some opportunities in both domestic and international equity mar...

In this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs. Some topics they cover: When meeting new families, what is the process to determine the resources available to individual families? What are...

In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving. Some topics they cover: Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving?...

In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO Jeff Dicks and Senior Analyst Gherman Howell on Evergreen Gavekal's most recent chartbook. Some topics they cover: -Recently, there has been a rally in the markets. What has been driving it? Is the good news priced in? Are we currently in a recession? -What are we thinking about equity markets going forward? -What is Eve...

In this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile. Some topics they cover: How do we advise clients during times of volatility? Timing the market is difficult. Is now a good time to get into the market? How are we advising new clients? What are some specific strategies we recommend when t...

In this episode of Coffee with Evergreen, Evergreen GaveKal's Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022. Some topics they cover: What drove market performance in Q2 this year? Bonds are off to their worst start in over 40 years. What does this mean for fixed-income going forward? What is our most favored segment of the...

In this episode of Coffee with Evergreen, Partner Jeff Otis and Senior Analyst Gherman Howell give a quick update on the financial markets as of June 2022. Below is a list of some topics they cover: Is liquidating your portfolio a good idea? Given the current market conditions, what are some positive highlights we can see on the buying front? An overview of some sectors we are currently liking. As...