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 federa…

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 …

In this episode of Evergreen Exchange, Jeff Otis, Directorof 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 ha…

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 ye…

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 account…

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 d…

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 fro…

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 imp…

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? …

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 ma…

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 t…

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 …

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, th…

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 listen…

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 shoul…

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…

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 opportuni…

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 re…

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 reaso…

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 thinkin…

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? Wha…

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 goin…

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 ov…

In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy. Some questions they dive into are: China is easing its COVID restrictions. What does this mean for the market? What should investors pay attention to in the energy market now that China…

In this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen's general outlook. Some questions they explore are: What are we seeing right now with inflation? Where do things stand with the Fed? Bloomberg has a 33…

Part 2: Estate Planning In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to …

In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick update on the financial markets as of April 2022. We have seen a recent recovery since last month. What is going on with markets? A recession seems to be on everyone's mind. What is Evergreen's stance on this? Is a recession in the near fut…

In this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick recap of the financial markets so far in 2022. A few topics they touch on: What is driving the market lower? And how could this turn around? How has Evergreen been reacting to the recent turmoil? “Buy Low, Sell High” is an obvious statement…

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, with an update on the Russia/Ukraine conflict: What's changed in Ukraine? Why has Russia invaded Ukraine? What are the implications for China? How is China handling this in terms of trade? What is the impact on Europe…

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, on what's going on in the global economy. What impact can a Russian invasion have on financial markets? What does Russia gain by invading Ukraine? What are the political implications for the US with both Russia and Ch…

In this episode of Coffee with Evergreen, partner Jeff Otis interviews Heidi Jeromanovs, CFP® and Evergreen’s Regional Director of Oregon, on what it's like working at Evergreen. How is Evergreen different than other firms? We know that women are a minority in the financial planning industry. What is it like being a woman in the industry? What make…

In this episode of the Evergreen Exchange, Jeff Otis interviews Managing Director, Jeff Eulberg, on the volatile start to 2022. Jeff Otis describes why volatility is not always a bad thing. Otis and Eulberg go on to discuss: What will this mean for international markets? What could make this market turn around in the near term? What are the most at…

In this Deep Dive, Evergreen's CEO, Tyler Hay, interviews Meta's (formerly known as Facebook) Vice President of Global Operations, John DeVine, on the Metaverse. The Metaverse creates new obstacles and strategies for everyday life and poses many interesting questions: What is Metaverse, and should we take it seriously? What are some economic opport…

In this episode of the Evergreen Exchange, Michelle Watson interviews fellow Evergreen Gavekal partner Louis Gave to discuss what to expect with international markets, energy, and inflation for 2022. Louis pointed out that in 252 trading days in 2021, the US equity markets delivered 72 new all-time highs. These highs may lead people to ask, “what w…

Happy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen's co-CIO), discuss investment themes for 2022 in a 22-minute Deep Dive. Listen in for answers to these questions: -What is our investment committee's outlook on financial markets for the year? -More specifically, which sectors do we think are …

In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell, Evergreen's Senior Analyst, to discuss the main economic takeaways from 2021 and what we can look forward to in 2022. The consumer's resilience, management of employees, and supply chain disruptions had significant impact on the 2021 economic environment. 2022 has the po…

In this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen’s Senior Financial Planners, Katie Vercio, CFP®. They discuss year-end financial planning strategies. Katie emphasizes the three most important things to consider: contributions, distributions, and taxes. They also dive into what gets missed as the year wraps up. As alw…

As an asset manager, outsiders may believe Evergreen's primary duty is to invest money. What we know from nearly 40 years in the business, is that’s only half the job. A trusted advisor's greatest value is to guide clients through times of stress and uncertainty. This series focuses on three very common scenarios we see, where clients lean on their…

In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client fears, estate planning, and more. This episode was recorded on November 2, 2021. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a so…

In this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th. As always, we hope you enjoy the listen! This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strat…

In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market. As always, we…

Evergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of how venture firms work, what unique opportunities Seattle presents, and how Evergreen is participating in the rapidly growing VC market. As always, we hope you enjoy the listen! This material has been prepar…

Local real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be aware of. High-profile real estate deals require experience, care, and great attention to detail to execute properly. That is why Wealth Consultants at Evergreen are very selective about the professionals we partner with to gu…

In this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee's outlook on interest rates and explain some of the complexities that investors may be scratching their heads on when it comes to the relationships between interest rates, inflation, and various other economic realities. Evergreen h…

Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our i…

In 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new adm…

Jeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the space, these investments will become more accessible and new money will provide liquidity for current investors who took a hit in 2020/21. The change is yet another result of the status quo shift happening in nearly every …

Something we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of extreme career success. The most ubiquitous example here …

Today we are publishing a different type of episode than listeners are used to--no intro music, no time limit, and not in Bellevue. We are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). During the presentation, Louis goes even deeper than previous podcasts on the very relevant top…

Evergreen Partners, Jeff Otis and Tyler Hay, are back with a discussion on some of the headlining factors driving markets as of late. This Deep Dive episode discusses the topics of crypto, cannabis, and which industries we think may be permanently altered by the pandemic's virtualization of so many sectors. Another center-stage topic continues to b…