Testing, Testing, 1, 2, 3…

/ April 10, 2020

Today, and for the past few months, we’ve been living through truly unprecedented times. One cannot logically look at the situation before us and say they know how things will play out. There are just too many variables.

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Tesla “Ride or Die”

/ March 6, 2020

The story of Tesla should begin with its namesake. In July of 1856, a brilliant young boy named Nikola Tesla was born in the small village of Smijan, in what is now present-day Croatia. He was the son of a priest, the fourth of five children, and grew up on a farm.

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Evergreen Roundtable 2020 (Part II)

/ January 24, 2020

Last week, we kicked-off the first edition of a two-part series where our investment team looked back on 2019 and forward to 2020. This week, Jeff Eulberg (Director of Wealth Management), Jeff Dicks (Director of Portfolio Management), David Hay (Chief Investment Officer), Tyler Hay (Chief Executive Officer), and Mark Nicoletti (Managing Director, Family Office) continue to reflect on last year, while forecasting what may lay ahead for the rest of this year.

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Evergreen Roundtable 2020 (Part I)

/ January 17, 2020

The Evergreen Virtual Advisor is over 10,000 subscribers strong, up from just 500 readers towards the beginning of the last decade. Roughly 10% of subscribers are clients, leaving us with the sometimes-difficult task of writing to two distinct audiences.

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