Dear Clients and Friends,
Evergreen Gavekal is pleased to announce the acquisition of the Mercer Island-based tax accounting firm, Sterling, Kuder & Co. P.S. Their firm has provided customized tax and financial consulting services to both individuals and companies for over 35 years.
At times, Evergreen clients have conveyed to us the frustrations and headaches due to the lack of integration between their CPA and investment advisor.
Below are Evergreen Gavekal’s Likes/Dislikes for July 31, 2020.
In the second quarter of this year, global equity markets registered their best quarterly performance in two decades. What was behind this record-breaking rebound? A number of explanations appeared possible.
Charles never tires of reminding us that “reading the financial press is bad for your financial health.” Underpinning his belief isn’t just the old adage that “if it’s in the press, it’s in the price,” but also the reality that financial journalists are quick to declare any rising market, a “bubble.”
Below are Evergreen Gavekal’s Likes/Dislikes for July 24, 2020.
